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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 | $75,230 | $97,550-22.9% | $120,344-37.5% | $87,485-14.0% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.7%-23.9pp | 68.9%-16.2pp |
| Annual return | 15.79% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,297 | $4,230+72.5% | $5,135+42.1% | $4,274+70.7% |
| Admin fee / account holder | $5,371 | $9,543-43.7% | $12,742-57.8% | $7,775-30.9% |