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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 | $142,329 | $112,729+26.3% | $98,716+44.2% | $137,256+3.7% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.3%-31.2pp | 80.0%-41.9pp |
| Annual return | 12.54% | 38.48%-25.9pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,635 | $4,640-43.2% | $4,048-34.9% | $6,407-58.9% |
| Admin fee / account holder | $12,801 | $10,129+26.4% | $8,703+47.1% | $12,270+4.3% |