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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 | $114,534 | $51,638+121.8% | $68,368+67.5% | $82,448+38.9% |
| Participation rate | 21.9% | 63.6%-41.7pp | 73.8%-51.9pp | 68.1%-46.2pp |
| Annual return | 14.66% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,368 | $2,914-53.1% | $4,123-66.8% | $4,139-67.0% |
| Admin fee / account holder | $3,683 | $4,643-20.7% | $5,150-28.5% | $7,234-49.1% |