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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 | $89,970 | $52,580+71.1% | $71,671+25.5% | $70,126+28.3% |
| Participation rate | 26.8% | 60.9%-34.0pp | 68.7%-41.9pp | 69.5%-42.7pp |
| Annual return | 17.93% | 20.25%-2.3pp | 20.65%-2.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,359 | $2,386-43.1% | $3,438-60.5% | $3,332-59.2% |
| Admin fee / account holder | $11,362 | $3,653+211.0% | $5,558+104.4% | $4,645+144.6% |