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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 | $106,304 | $91,198+16.6% | $178,503-40.4% | $79,856+33.1% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.8pp |
| Annual return | 13.09% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,485 | $3,237+38.6% | $5,202-13.8% | $3,741+19.9% |
| Admin fee / account holder | $14,513 | $6,748+115.1% | $13,987+3.8% | $5,306+173.5% |