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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 | $96,713 | $67,606+43.1% | $82,313+17.5% | $70,124+37.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 16.44% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,156 | $2,987+39.1% | $3,706+12.1% | $3,332+24.7% |
| Admin fee / account holder | $1,793 | $4,512-60.3% | $5,608-68.0% | $4,645-61.4% |