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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 | $145,459 | $52,678+176.1% | $75,784+91.9% | $59,633+143.9% |
| Participation rate | 25.9% | 67.2%-41.3pp | 75.8%-49.9pp | 68.7%-42.7pp |
| Annual return | 3.34% | 2.95%+0.4pp | 9.68%-6.3pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,810 | $2,591+8.5% | $3,652-23.0% | $3,192-12.0% |
| Admin fee / account holder | $2,346 | $3,610-35.0% | $5,300-55.7% | $4,297-45.4% |