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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 | $113,697 | $49,025+131.9% | $87,502+29.9% | $62,881+80.8% |
| Participation rate | 50.8% | 64.9%-14.0pp | 73.8%-23.0pp | 69.3%-18.5pp |
| Annual return | 7.29% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,855 | $2,289-19.0% | $3,149-41.1% | $3,203-42.1% |
| Admin fee / account holder | $1,783 | $4,065-56.1% | $4,221-57.8% | $4,296-58.5% |