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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 | $98,158 | $45,050+117.9% | $63,018+55.8% | $70,126+40.0% |
| Participation rate | 23.8% | 69.5%-45.7pp | 74.8%-51.0pp | 69.5%-45.7pp |
| Annual return | 20.03% | 18.76%+1.3pp | 87.62%-67.6pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $898 | $2,466-63.6% | $3,330-73.0% | $3,332-73.0% |
| Admin fee / account holder | $607 | $2,834-78.6% | $3,601-83.1% | $4,645-86.9% |