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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 | $76,282 | $65,361+16.7% | $92,903-17.9% | $72,983+4.5% |
| Participation rate | 43.1% | 68.3%-25.3pp | 76.0%-32.9pp | 69.5%-26.4pp |
| Annual return | 19.39% | 42.11%-22.7pp | 109.43%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,610 | $3,128-16.6% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $6,897 | $4,251+62.2% | $5,795+19.0% | $5,124+34.6% |