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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 | $118,050 | $86,919+35.8% | $102,457+15.2% | $80,911+45.9% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 18.92% | 18.90%0pp | 29.41%-10.5pp | 35.63%-16.7pp |
| Employer contribution / active EE | $10 | $2,368-99.6% | $3,022-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $2,037 | $4,119-50.5% | $5,054-59.7% | $4,297-52.6% |
| Admin fee / account holder | $442 | $8,049-94.5% | $9,451-95.3% | $6,935-93.6% |