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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 | $134,989 | $71,197+89.6% | $93,669+44.1% | $80,925+66.8% |
| Participation rate | 54.3% | 60.4%-6.0pp | 68.7%-14.4pp | 67.7%-13.3pp |
| Annual return | 11.00% | 11.27%-0.3pp | 133.59%-122.6pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,136 | $4,036-22.3% | $4,416-29.0% | $4,299-27.0% |
| Admin fee / account holder | $3,021 | $6,959-56.6% | $8,291-63.6% | $6,940-56.5% |