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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 | $65,318 | $48,078+35.9% | $78,676-17.0% | $62,881+3.9% |
| Participation rate | 21.4% | 65.2%-43.8pp | 73.6%-52.1pp | 69.3%-47.9pp |
| Annual return | 10.14% | 31.36%-21.2pp | 62.19%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,394 | $2,587-7.5% | $3,517-31.9% | $3,203-25.3% |
| Admin fee / account holder | $2,382 | $3,206-25.7% | $4,510-47.2% | $4,296-44.6% |