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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 | $108,788 | $78,520+38.5% | $96,576+12.6% | $82,448+31.9% |
| Participation rate | 60.5% | 77.7%-17.3pp | 81.4%-21.0pp | 68.1%-7.6pp |
| Annual return | 20.05% | 41.30%-21.3pp | 38.47%-18.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,078 | $6,754+4.8% | $7,956-11.0% | $4,139+71.0% |
| Admin fee / account holder | $16,600 | $13,455+23.4% | $11,381+45.9% | $7,234+129.5% |