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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 | $176,640 | $86,919+103.2% | $102,457+72.4% | $80,911+118.3% |
| Participation rate | 43.9% | 72.4%-28.5pp | 76.5%-32.6pp | 67.6%-23.7pp |
| Annual return | 16.34% | 18.90%-2.6pp | 29.41%-13.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,283 | $4,119-20.3% | $5,054-35.1% | $4,297-23.6% |
| Admin fee / account holder | $3,769 | $8,049-53.2% | $9,451-60.1% | $6,935-45.6% |