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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 | $111,005 | $86,949+27.7% | $102,460+8.3% | $80,959+37.1% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.7%-15.7pp |
| Annual return | 10.79% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,704 | $4,121-10.1% | $5,056-26.7% | $4,300-13.9% |
| Admin fee / account holder | $54,669 | $8,048+579.3% | $9,460+477.9% | $6,925+689.4% |