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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 | $123,684 | $108,825+13.7% | $156,181-20.8% | $82,448+50.0% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 12.63% | 20.59%-8.0pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,784 | $4,577+26.4% | $6,132-5.7% | $4,139+39.7% |
| Admin fee / account holder | $1,444 | $9,341-84.5% | $14,586-90.1% | $7,234-80.0% |