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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 | $68,854 | $46,599+47.8% | $64,101+7.4% | $75,173-8.4% |
| Participation rate | 51.4% | 65.9%-14.5pp | 72.3%-20.9pp | 67.2%-15.8pp |
| Annual return | 15.95% | 26.06%-10.1pp | 33.72%-17.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,333 | $2,837+52.7% | $3,881+11.6% | $4,126+5.0% |
| Admin fee / account holder | $4,311 | $2,956+45.8% | $3,070+40.4% | $5,651-23.7% |