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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 | $123,513 | $60,349+104.7% | $74,184+66.5% | $62,881+96.4% |
| Participation rate | 69.8% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.5pp |
| Annual return | 7.20% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,862 | $2,856+35.2% | $3,550+8.8% | $3,203+20.6% |
| Admin fee / account holder | $8,680 | $4,261+103.7% | $5,586+55.4% | $4,296+102.1% |