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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 | $73,656 | $56,287+30.9% | $80,977-9.0% | $62,881+17.1% |
| Participation rate | 57.5% | 68.9%-11.4pp | 75.8%-18.3pp | 69.3%-11.8pp |
| Annual return | 8.07% | 22.13%-14.1pp | 17.11%-9.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,436 | $4,196-41.9% | $5,696-57.2% | $3,203-24.0% |
| Admin fee / account holder | $3,543 | $3,742-5.3% | $5,517-35.8% | $4,296-17.5% |