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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 | $114,508 | $76,371+49.9% | $93,621+22.3% | $72,975+56.9% |
| Participation rate | 65.0% | 71.8%-6.8pp | 75.8%-10.8pp | 69.5%-4.5pp |
| Annual return | 20.46% | 25.82%-5.4pp | 32.76%-12.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,824 | $3,538-20.2% | $4,070-30.6% | $3,608-21.7% |
| Admin fee / account holder | $1,953 | $6,839-71.4% | $7,890-75.2% | $5,124-61.9% |