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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 | $121,899 | $60,442+101.7% | $96,754+26.0% | $87,485+39.3% |
| Participation rate | 40.6% | 58.7%-18.1pp | 70.3%-29.6pp | 68.9%-28.3pp |
| Annual return | 17.25% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,802 | $3,280-45.1% | $4,758-62.1% | $4,274-57.8% |
| Admin fee / account holder | $4,008 | $5,069-20.9% | $8,905-55.0% | $7,775-48.4% |