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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 | $83,012 | $81,331+2.1% | $155,534-46.6% | $80,935+2.6% |
| Participation rate | 15.9% | 66.3%-50.3pp | 78.2%-62.3pp | 67.7%-51.8pp |
| Annual return | 16.58% | 33.37%-16.8pp | 64.92%-48.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,490 | $3,454-56.9% | $5,630-73.5% | $4,299-65.4% |
| Admin fee / account holder | $1,955 | $7,999-75.6% | $15,900-87.7% | $6,924-71.8% |