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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 | $93,346 | $77,816+20.0% | $123,549-24.4% | $64,181+45.4% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | 4.29% | 12.49%-8.2pp | 119.20%-114.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,618 | $5,240-50.0% | $6,426-59.3% | $3,470-24.5% |
| Admin fee / account holder | $2,639 | $5,519-52.2% | $9,284-71.6% | $4,887-46.0% |