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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 | $114,534 | $64,920+76.4% | $103,693+10.5% | $86,983+31.7% |
| Participation rate | 21.9% | 63.6%-41.7pp | 72.6%-50.8pp | 69.5%-47.7pp |
| Annual return | 14.66% | 30.29%-15.6pp | 47.61%-32.9pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,368 | $3,241-57.8% | $4,579-70.1% | $4,194-67.4% |
| Admin fee / account holder | $3,683 | $6,191-40.5% | $7,858-53.1% | $7,856-53.1% |