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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 | $116,306 | $71,230+63.3% | $93,727+24.1% | $80,959+43.7% |
| Participation rate | 40.3% | 60.4%-20.1pp | 68.7%-28.4pp | 67.7%-27.4pp |
| Annual return | 13.28% | 11.26%+2.0pp | 133.83%-120.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,569 | $4,037-11.6% | $4,417-19.2% | $4,300-17.0% |
| Admin fee / account holder | $13,192 | $6,961+89.5% | $8,292+59.1% | $6,925+90.5% |