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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 | $139,586 | $108,825+28.3% | $156,181-10.6% | $82,448+69.3% |
| Participation rate | 27.9% | 72.4%-44.5pp | 78.8%-50.9pp | 68.1%-40.2pp |
| Annual return | 13.37% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,265 | $4,577-50.5% | $6,132-63.1% | $4,139-45.3% |
| Admin fee / account holder | $1,307 | $9,341-86.0% | $14,586-91.0% | $7,234-81.9% |