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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 | $110,303 | $78,707+40.1% | $117,861-6.4% | $70,126+57.3% |
| Participation rate | 53.2% | 73.2%-20.0pp | 79.7%-26.5pp | 69.5%-16.3pp |
| Annual return | 16.36% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,008 | $3,297+21.6% | $4,482-10.6% | $3,332+20.3% |
| Admin fee / account holder | $1,770 | $5,066-65.1% | $8,021-77.9% | $4,645-61.9% |