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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 | $105,047 | $65,027+61.5% | $90,970+15.5% | $79,852+31.6% |
| Participation rate | 44.3% | 61.6%-17.3pp | 69.0%-24.8pp | 69.6%-25.4pp |
| Annual return | 15.54% | 30.45%-14.9pp | 134.58%-119.0pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,788 | $2,512+11.0% | $3,373-17.3% | $3,740-25.5% |
| Admin fee / account holder | $6,602 | $4,535+45.6% | $5,960+10.8% | $5,306+24.4% |