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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 | $109,034 | $79,955+36.4% | $98,461+10.7% | $75,173+45.0% |
| Participation rate | 29.7% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.5pp |
| Annual return | 17.81% | 19.75%-1.9pp | 21.17%-3.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,664 | $3,752-29.0% | $4,738-43.8% | $4,126-35.4% |
| Admin fee / account holder | $8,021 | $6,841+17.2% | $8,961-10.5% | $5,651+41.9% |