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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 | $124,705 | $114,712+8.7% | $173,730-28.2% | $87,485+42.5% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 14.19% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,156 | $4,642-32.0% | $6,326-50.1% | $4,274-26.1% |
| Admin fee / account holder | $5,493 | $10,210-46.2% | $17,523-68.7% | $7,775-29.3% |