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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 | $61,989 | $39,132+58.4% | $57,196+8.4% | $62,881-1.4% |
| Participation rate | 68.3% | 70.5%-2.1pp | 75.3%-7.0pp | 69.3%-1.0pp |
| Annual return | 7.90% | 9.24%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,675 | $2,374+139.0% | $3,096+83.3% | $3,203+77.2% |
| Admin fee / account holder | $9,872 | $2,594+280.6% | $3,141+214.3% | $4,296+129.8% |