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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 | $93,684 | $53,128+76.3% | $86,582+8.2% | $70,126+33.6% |
| Participation rate | 34.7% | 65.3%-30.6pp | 73.5%-38.9pp | 69.5%-34.8pp |
| Annual return | 17.57% | 27.66%-10.1pp | 965.08%-947.5pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,265 | $2,695+58.2% | $3,609+18.2% | $3,332+28.0% |
| Admin fee / account holder | $4,330 | $3,584+20.8% | $4,904-11.7% | $4,645-6.8% |