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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 | $140,718 | $65,364+115.3% | $92,909+51.5% | $72,975+92.8% |
| Participation rate | 36.2% | 68.3%-32.1pp | 76.0%-39.8pp | 69.5%-33.3pp |
| Annual return | 26.80% | 42.11%-15.3pp | 109.44%-82.6pp | 81.01%-54.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,951 | $3,128-37.6% | $4,238-54.0% | $3,608-45.9% |
| Admin fee / account holder | $1,867 | $4,251-56.1% | $5,795-67.8% | $5,124-63.6% |