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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 | $113,278 | $71,197+59.1% | $93,669+20.9% | $80,925+40.0% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.9pp | 67.7%-22.8pp |
| Annual return | 13.31% | 11.27%+2.0pp | 133.59%-120.3pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,540 | $4,036-12.3% | $4,416-19.8% | $4,299-17.7% |
| Admin fee / account holder | $9,868 | $6,959+41.8% | $8,291+19.0% | $6,940+42.2% |