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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 | $111,096 | $81,487+36.3% | $102,412+8.5% | $80,935+37.3% |
| Participation rate | 45.7% | 66.8%-21.1pp | 74.5%-28.8pp | 67.7%-21.9pp |
| Annual return | 12.05% | 25.60%-13.5pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,861 | $3,871-0.2% | $5,060-23.7% | $4,299-10.2% |
| Admin fee / account holder | $1,614 | $6,717-76.0% | $8,388-80.8% | $6,924-76.7% |