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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 | $82,894 | $56,110+47.7% | $94,993-12.7% | $70,126+18.2% |
| Participation rate | 32.0% | 65.0%-33.0pp | 73.9%-41.9pp | 69.5%-37.5pp |
| Annual return | 20.13% | 51.02%-30.9pp | 27.14%-7.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,897 | $2,391+63.0% | $3,317+17.5% | $3,332+17.0% |
| Admin fee / account holder | $1,420 | $3,456-58.9% | $4,960-71.4% | $4,645-69.4% |