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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 | $149,474 | $106,524+40.3% | $152,301-1.9% | $87,485+70.9% |
| Participation rate | 11.5% | 75.8%-64.2pp | 82.4%-70.9pp | 68.9%-57.4pp |
| Annual return | 18.85% | 26.89%-8.0pp | 80.50%-61.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,687 | $6,525-58.8% | $8,004-66.4% | $4,274-37.1% |
| Admin fee / account holder | $2,194 | $8,287-73.5% | $14,398-84.8% | $7,775-71.8% |