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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 | $89,064 | $80,992+10.0% | $96,534-7.7% | $75,173+18.5% |
| Participation rate | 52.5% | 71.8%-19.3pp | 76.0%-23.5pp | 67.2%-14.7pp |
| Annual return | 14.93% | 27.05%-12.1pp | 25.88%-10.9pp | 160.72%-145.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,178 | $3,929-19.1% | $4,851-34.5% | $4,126-23.0% |
| Admin fee / account holder | $11,367 | $6,717+69.2% | $8,253+37.7% | $5,651+101.2% |