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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 | $127,424 | $95,404+33.6% | $113,397+12.4% | $82,637+54.2% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 15.17% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,264 | $4,220+166.9% | $5,076+121.9% | $4,126+173.0% |
| Admin fee / account holder | $10,267 | $9,168+12.0% | $11,957-14.1% | $7,339+39.9% |