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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 | $109,106 | $86,940+25.5% | $102,434+6.5% | $80,935+34.8% |
| Participation rate | 56.9% | 72.4%-15.5pp | 76.5%-19.6pp | 67.7%-10.8pp |
| Annual return | 28.16% | 18.89%+9.3pp | 29.46%-1.3pp | 35.66%-7.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,306 | $4,121+198.6% | $5,055+143.4% | $4,299+186.2% |
| Admin fee / account holder | $21,916 | $8,047+172.3% | $9,462+131.6% | $6,924+216.5% |