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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 | $105,697 | $93,064+13.6% | $74,577+41.7% | $273,972-61.4% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 8.26% | 26.18%-17.9pp | 20.47%-12.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,029 | $4,160-51.2% | $3,458-41.3% | $5,287-61.6% |
| Admin fee / account holder | $1,553 | $5,273-70.5% | $4,138-62.5% | $10,133-84.7% |