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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 | $123,839 | $71,230+73.9% | $93,727+32.1% | $80,959+53.0% |
| Participation rate | 23.1% | 60.4%-37.3pp | 68.7%-45.6pp | 67.7%-44.6pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.83%-123.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,345 | $4,037-41.9% | $4,417-46.9% | $4,300-45.5% |
| Admin fee / account holder | $1,589 | $6,961-77.2% | $8,292-80.8% | $6,925-77.1% |