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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 | $77,998 | $61,660+26.5% | $80,022-2.5% | $64,173+21.5% |
| Participation rate | 54.3% | 71.7%-17.4pp | 75.8%-21.5pp | 69.6%-15.3pp |
| Annual return | 10.00% | -0.33%+10.3pp | 11.22%-1.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,237 | $2,968-24.6% | $3,686-39.3% | $3,470-35.5% |
| Admin fee / account holder | $440 | $5,417-91.9% | $6,521-93.2% | $4,887-91.0% |