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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 | $134,431 | $63,861+110.5% | $104,625+28.5% | $79,852+68.4% |
| Participation rate | 44.8% | 64.9%-20.1pp | 74.1%-29.3pp | 69.6%-24.9pp |
| Annual return | 25.12% | 21.30%+3.8pp | 340.60%-315.5pp | 31.72%-6.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,180 | $2,693-19.1% | $3,738-41.7% | $3,740-41.7% |
| Admin fee / account holder | $5,759 | $4,185+37.6% | $6,465-10.9% | $5,306+8.5% |