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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,620 | $54,541+62.5% | $78,778+12.5% | $70,126+26.4% |
| Participation rate | 45.7% | 60.8%-15.1pp | 69.2%-23.4pp | 69.5%-23.8pp |
| Annual return | 21.43% | 21.07%+0.4pp | 35.62%-14.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,425 | $2,210+55.0% | $2,958+15.8% | $3,332+2.8% |
| Admin fee / account holder | $5,389 | $3,709+45.3% | $5,134+5.0% | $4,645+16.0% |