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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 | $138,031 | $72,486+90.4% | $87,103+58.5% | $72,976+89.1% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.5pp |
| Annual return | 17.57% | 24.46%-6.9pp | 28.19%-10.6pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,983 | $3,270+83.0% | $4,049+47.8% | $3,608+65.8% |
| Admin fee / account holder | $1,586 | $5,055-68.6% | $7,491-78.8% | $5,124-69.0% |