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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 | $97,194 | $67,602+43.8% | $82,312+18.1% | $70,126+38.6% |
| Participation rate | 49.4% | 72.8%-23.3pp | 76.9%-27.5pp | 69.5%-20.1pp |
| Annual return | 18.77% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,124 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $14,838 | $4,512+228.9% | $5,608+164.6% | $4,645+219.4% |