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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 | $117,980 | $108,825+8.4% | $156,181-24.5% | $82,448+43.1% |
| Participation rate | 58.6% | 72.4%-13.7pp | 78.8%-20.2pp | 68.1%-9.4pp |
| Annual return | 19.25% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,429 | $4,577+84.1% | $6,132+37.5% | $4,139+103.6% |
| Admin fee / account holder | $3,260 | $9,341-65.1% | $14,586-77.6% | $7,234-54.9% |