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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 | $87,247 | $46,877+86.1% | $122,354-28.7% | $70,126+24.4% |
| Participation rate | 29.3% | 58.2%-28.9pp | 71.6%-42.4pp | 69.5%-40.3pp |
| Annual return | 16.40% | 24.22%-7.8pp | 30.28%-13.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,544 | $2,167-28.7% | $3,287-53.0% | $3,332-53.6% |
| Admin fee / account holder | $1,811 | $3,324-45.5% | $5,479-66.9% | $4,645-61.0% |