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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 | $116,703 | $87,166+33.9% | $76,735+52.1% | $137,256-15.0% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.5%-5.2pp | 80.0%-15.7pp |
| Annual return | 18.60% | 26.50%-7.9pp | 29.77%-11.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,691 | $4,726-0.7% | $4,088+14.8% | $6,407-26.8% |
| Admin fee / account holder | $441 | $8,403-94.8% | $7,189-93.9% | $12,270-96.4% |