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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 | $95,541 | $81,276+17.6% | $155,574-38.6% | $80,925+18.1% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 14.48% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,899 | $3,453-45.0% | $5,629-66.3% | $4,299-55.8% |
| Admin fee / account holder | $2,182 | $7,993-72.7% | $15,914-86.3% | $6,940-68.6% |