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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 | $125,411 | $76,564+63.8% | $105,582+18.8% | $94,015+33.4% |
| Participation rate | 30.8% | 65.2%-34.4pp | 71.8%-41.0pp | 70.8%-40.1pp |
| Annual return | 12.82% | 20.69%-7.9pp | 18.61%-5.8pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,201 | $3,320-3.6% | $4,353-26.5% | $4,249-24.7% |
| Admin fee / account holder | $27,673 | $7,129+288.2% | $12,856+115.3% | $8,951+209.2% |