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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 | $70,128 | $63,365+10.7% | $91,994-23.8% | $72,975-3.9% |
| Participation rate | 34.6% | 72.5%-37.9pp | 78.6%-44.0pp | 69.5%-34.9pp |
| Annual return | 20.57% | 35.35%-14.8pp | 69.04%-48.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,126 | $4,883+45.9% | $5,924+20.3% | $3,608+97.5% |
| Admin fee / account holder | $6,343 | $4,670+35.8% | $7,744-18.1% | $5,124+23.8% |