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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 | $125,504 | $54,541+130.1% | $78,778+59.3% | $70,126+79.0% |
| Participation rate | 39.5% | 60.8%-21.3pp | 69.2%-29.7pp | 69.5%-30.0pp |
| Annual return | 22.41% | 21.07%+1.3pp | 35.62%-13.2pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,038 | $2,210-7.8% | $2,958-31.1% | $3,332-38.8% |
| Admin fee / account holder | $506 | $3,709-86.4% | $5,134-90.1% | $4,645-89.1% |