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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 | $121,961 | $78,423+55.5% | $95,964+27.1% | $79,856+52.7% |
| Participation rate | 43.2% | 73.5%-30.2pp | 77.1%-33.8pp | 69.6%-26.4pp |
| Annual return | 23.28% | 19.37%+3.9pp | 91.64%-68.4pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,391 | $3,440-30.5% | $4,167-42.6% | $3,741-36.1% |
| Admin fee / account holder | $2,323 | $5,622-58.7% | $6,797-65.8% | $5,306-56.2% |