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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 | $113,248 | $49,024+131.0% | $112,860+0.3% | $87,485+29.4% |
| Participation rate | 24.2% | 62.2%-37.9pp | 66.3%-42.1pp | 68.9%-44.7pp |
| Annual return | 15.47% | 43.86%-28.4pp | 35.26%-19.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,280 | $2,209-42.0% | $3,493-63.4% | $4,274-70.1% |
| Admin fee / account holder | $1,814 | $6,266-71.0% | $6,841-73.5% | $7,775-76.7% |