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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 | $103,248 | $58,888+75.3% | $178,498-42.2% | $73,493+40.5% |
| Participation rate | 28.6% | 66.2%-37.7pp | 81.9%-53.4pp | 70.7%-42.1pp |
| Annual return | 12.98% | 24.86%-11.9pp | 151.09%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,732 | $2,568+6.4% | $5,202-47.5% | $3,740-26.9% |
| Admin fee / account holder | $5,409 | $400+1251.2% | $13,985-61.3% | $513+954.2% |