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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 | $107,826 | $78,423+37.5% | $95,964+12.4% | $79,856+35.0% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 24.52% | 19.37%+5.1pp | 91.64%-67.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,773 | $3,440-19.4% | $4,167-33.5% | $3,741-25.9% |
| Admin fee / account holder | $503 | $5,622-91.1% | $6,797-92.6% | $5,306-90.5% |