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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 | $171,855 | $86,050+99.7% | $189,758-9.4% | $94,015+82.8% |
| Participation rate | 69.7% | 68.9%+0.8pp | 79.8%-10.1pp | 70.8%-1.1pp |
| Annual return | 11.71% | 17.77%-6.1pp | 52.62%-40.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,839 | $3,349-45.1% | $5,856-68.6% | $4,249-56.7% |
| Admin fee / account holder | $10,642 | $6,627+60.6% | $20,388-47.8% | $8,951+18.9% |