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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 | $96,596 | $87,132+10.9% | $105,624-8.5% | $80,959+19.3% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.3%-18.9pp | 67.7%-11.3pp |
| Annual return | 16.87% | 17.03%-0.2pp | 116.20%-99.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,252 | $3,985-43.5% | $5,013-55.1% | $4,300-47.6% |
| Admin fee / account holder | $16,872 | $8,449+99.7% | $10,961+53.9% | $6,925+143.6% |