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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 | $133,786 | $62,589+113.8% | $76,768+74.3% | $64,173+108.5% |
| Participation rate | 35.3% | 72.8%-37.5pp | 77.0%-41.7pp | 69.6%-34.3pp |
| Annual return | -0.91% | -1.95%+1.0pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,103 | $3,145-1.3% | $3,852-19.4% | $3,470-10.6% |
| Admin fee / account holder | $851 | $4,667-81.8% | $6,675-87.2% | $4,887-82.6% |