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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 | $106,067 | $80,992+31.0% | $96,534+9.9% | $75,173+41.1% |
| Participation rate | 51.3% | 71.8%-20.5pp | 76.0%-24.7pp | 67.2%-15.9pp |
| Annual return | 19.25% | 27.05%-7.8pp | 25.88%-6.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,837 | $3,929-27.8% | $4,851-41.5% | $4,126-31.3% |
| Admin fee / account holder | $2,211 | $6,717-67.1% | $8,253-73.2% | $5,651-60.9% |