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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 | $111,096 | $97,125+14.4% | $86,233+28.8% | $137,256-19.1% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.0%-30.1pp | 80.0%-41.1pp |
| Annual return | 13.89% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,290 | $5,180-17.2% | $4,559-5.9% | $6,407-33.0% |
| Admin fee / account holder | $2,413 | $9,725-75.2% | $8,342-71.1% | $12,270-80.3% |