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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 | $105,870 | $57,140+85.3% | $85,240+24.2% | $80,959+30.8% |
| Participation rate | 59.5% | 56.4%+3.0pp | 67.5%-8.1pp | 67.7%-8.2pp |
| Annual return | 15.06% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,037 | $3,115+61.7% | $4,527+11.3% | $4,300+17.1% |
| Admin fee / account holder | $1,046 | $4,992-79.0% | $6,165-83.0% | $6,925-84.9% |