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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 | $124,308 | $52,380+137.3% | $98,864+25.7% | $85,851+44.8% |
| Participation rate | 36.6% | 58.0%-21.4pp | 65.7%-29.2pp | 69.3%-32.7pp |
| Annual return | 20.14% | 25.82%-5.7pp | 50.03%-29.9pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,944 | $2,101-7.5% | $3,037-36.0% | $3,952-50.8% |
| Admin fee / account holder | $6,982 | $3,865+80.7% | $4,080+71.2% | $6,261+11.5% |