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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 | $103,043 | $65,034+58.4% | $90,970+13.3% | $79,856+29.0% |
| Participation rate | 35.1% | 61.6%-26.6pp | 69.0%-34.0pp | 69.6%-34.6pp |
| Annual return | 22.69% | 30.45%-7.8pp | 134.60%-111.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,393 | $2,512-4.8% | $3,373-29.1% | $3,741-36.0% |
| Admin fee / account holder | $842 | $4,536-81.4% | $5,961-85.9% | $5,306-84.1% |