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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 | $50,155 | $76,551-34.5% | $123,894-59.5% | $62,881-20.2% |
| Participation rate | 62.3% | 73.0%-10.7pp | 81.4%-19.1pp | 69.3%-7.0pp |
| Annual return | 8.18% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,159 | $4,840+47.9% | $5,984+19.6% | $3,203+123.5% |
| Admin fee / account holder | $6,223 | $4,826+29.0% | $8,357-25.5% | $4,296+44.9% |