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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 | $112,043 | $48,364+131.7% | $71,796+56.1% | $62,881+78.2% |
| Participation rate | 24.6% | 60.6%-36.1pp | 69.1%-44.6pp | 69.3%-44.7pp |
| Annual return | 8.18% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,247 | $2,091+7.4% | $2,794-19.6% | $3,203-29.8% |
| Admin fee / account holder | $4,785 | $3,771+26.9% | $4,815-0.6% | $4,296+11.4% |