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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 | $80,955 | $71,526+13.2% | $98,450-17.8% | $71,495+13.2% |
| Participation rate | 42.0% | 72.7%-30.7pp | 75.2%-33.2pp | 67.9%-25.9pp |
| Annual return | 40.45% | 32.42%+8.0pp | 21.16%+19.3pp | 28.85%+11.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,425 | $4,110-41.0% | $4,739-48.8% | $4,291-43.5% |
| Admin fee / account holder | $451 | $1,675-73.1% | $8,961-95.0% | $1,588-71.6% |