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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 | $110,190 | $88,707+24.2% | $74,184+48.5% | $273,972-59.8% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 6.25% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,439 | $4,212-42.1% | $3,550-31.3% | $5,287-53.9% |
| Admin fee / account holder | $1,349 | $8,717-84.5% | $5,586-75.8% | $10,133-86.7% |