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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 | $91,968 | $97,550-5.7% | $120,344-23.6% | $87,485+5.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 19.33% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,467 | $4,230-41.7% | $5,135-52.0% | $4,274-42.3% |
| Admin fee / account holder | $4,498 | $9,543-52.9% | $12,742-64.7% | $7,775-42.1% |