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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 | $176,891 | $87,132+103.0% | $105,624+67.5% | $80,959+118.5% |
| Participation rate | 47.5% | 70.4%-22.9pp | 75.3%-27.7pp | 67.7%-20.1pp |
| Annual return | 26.26% | 17.03%+9.2pp | 116.20%-89.9pp | 35.67%-9.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,611 | $3,985-34.5% | $5,013-47.9% | $4,300-39.3% |
| Admin fee / account holder | $826 | $8,449-90.2% | $10,961-92.5% | $6,925-88.1% |