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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 | $56,675 | $97,648-42.0% | $121,663-53.4% | $87,485-35.2% |
| Participation rate | 51.9% | 70.5%-18.6pp | 74.5%-22.6pp | 68.9%-17.0pp |
| Annual return | 23.52% | 18.03%+5.5pp | 147.54%-124.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,440 | $3,923+13.2% | $4,887-9.2% | $4,274+3.9% |
| Admin fee / account holder | $1,636 | $11,100-85.3% | $14,289-88.6% | $7,775-79.0% |