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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 | $94,036 | $108,285-13.2% | $77,552+21.3% | $158,982-40.9% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 11.93% | 31.69%-19.8pp | 54.82%-42.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,021 | $2,455-17.7% | $1,861+8.6% | $5,983-66.2% |
| Admin fee / account holder | $1,560 | $3,709-57.9% | $2,859-45.4% | $11,252-86.1% |