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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 | $41,839 | $56,287-25.7% | $80,977-48.3% | $62,881-33.5% |
| Participation rate | 69.2% | 68.9%+0.3pp | 75.8%-6.6pp | 69.3%-0.1pp |
| Annual return | 15.31% | 22.13%-6.8pp | 17.11%-1.8pp | 20.14%-4.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,171 | $4,196+142.4% | $5,696+78.6% | $3,203+217.5% |
| Admin fee / account holder | $15,636 | $3,742+317.9% | $5,517+183.4% | $4,296+264.0% |