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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 | $93,955 | $69,590+35.0% | $136,867-31.4% | $94,015-0.1% |
| Participation rate | 40.7% | 66.3%-25.6pp | 74.5%-33.8pp | 70.8%-30.1pp |
| Annual return | 19.16% | 19.62%-0.5pp | 42.97%-23.8pp | 17.84%+1.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,066 | $3,437-10.8% | $4,924-37.7% | $4,249-27.9% |
| Admin fee / account holder | $2,479 | $8,912-72.2% | $10,340-76.0% | $8,951-72.3% |