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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 | $140,877 | $103,164+36.6% | $90,259+56.1% | $154,746-9.0% |
| Participation rate | 45.0% | 76.1%-31.1pp | 70.7%-25.7pp | 80.7%-35.7pp |
| Annual return | 15.50% | 19.25%-3.8pp | 18.88%-3.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,377 | $4,422+112.1% | $3,827+145.1% | $6,730+39.3% |
| Admin fee / account holder | $10,785 | $8,593+25.5% | $7,267+48.4% | $14,365-24.9% |