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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 | $107,861 | $76,834+40.4% | $108,359-0.5% | $87,485+23.3% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 12.28% | 19.09%-6.8pp | 36.89%-24.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,901 | $3,100-6.4% | $4,137-29.9% | $4,274-32.1% |
| Admin fee / account holder | $6,695 | $6,537+2.4% | $9,741-31.3% | $7,775-13.9% |