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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 | $121,191 | $108,825+11.4% | $156,181-22.4% | $82,448+47.0% |
| Participation rate | 46.1% | 72.4%-26.3pp | 78.8%-32.8pp | 68.1%-22.0pp |
| Annual return | 15.89% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,112 | $4,577-10.2% | $6,132-32.9% | $4,139-0.7% |
| Admin fee / account holder | $5,891 | $9,341-36.9% | $14,586-59.6% | $7,234-18.6% |