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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 | $154,798 | $108,825+42.2% | $156,181-0.9% | $82,448+87.8% |
| Participation rate | 48.8% | 72.4%-23.6pp | 78.8%-30.1pp | 68.1%-19.3pp |
| Annual return | 13.07% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,919 | $4,577+7.5% | $6,132-19.8% | $4,139+18.8% |
| Admin fee / account holder | $5,034 | $9,341-46.1% | $14,586-65.5% | $7,234-30.4% |