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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 | $92,418 | $62,672+47.5% | $185,117-50.1% | $70,126+31.8% |
| Participation rate | 18.9% | 63.8%-44.9pp | 77.3%-58.3pp | 69.5%-50.6pp |
| Annual return | 16.33% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,286 | $3,272-60.7% | $5,045-74.5% | $3,332-61.4% |
| Admin fee / account holder | $1,662 | $3,932-57.7% | $8,159-79.6% | $4,645-64.2% |