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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 | $64,920+44.7% | $103,693-9.4% | $86,983+8.0% |
| Participation rate | 40.7% | 63.6%-22.9pp | 72.6%-31.9pp | 69.5%-28.8pp |
| Annual return | 19.16% | 30.29%-11.1pp | 47.61%-28.4pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,066 | $3,241-5.4% | $4,579-33.1% | $4,194-26.9% |
| Admin fee / account holder | $2,479 | $6,191-60.0% | $7,858-68.5% | $7,856-68.4% |