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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 | $135,544 | $110,307+22.9% | $96,576+40.3% | $139,456-2.8% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 23.74% | 26.40%-2.7pp | 25.87%-2.1pp | 373.45%-349.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,954 | $5,547-64.8% | $4,851-59.7% | $6,711-70.9% |
| Admin fee / account holder | $1,110 | $11,597-90.4% | $8,253-86.5% | $11,407-90.3% |