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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 | $84,884 | $76,371+11.1% | $93,621-9.3% | $72,975+16.3% |
| Participation rate | 65.6% | 71.8%-6.1pp | 75.8%-10.2pp | 69.5%-3.9pp |
| Annual return | 18.01% | 25.82%-7.8pp | 32.76%-14.7pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,060 | $3,538-13.5% | $4,070-24.8% | $3,608-15.2% |
| Admin fee / account holder | $21,546 | $6,839+215.0% | $7,890+173.1% | $5,124+320.5% |