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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 | $73,546 | $88,360-16.8% | $145,433-49.4% | $67,986+8.2% |
| Participation rate | 17.1% | 65.5%-48.4pp | 82.1%-65.1pp | 57.2%-40.1pp |
| Annual return | 15.91% | 63.15%-47.2pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,841 | $5,932-52.1% | $7,897-64.0% | $3,358-15.4% |
| Admin fee / account holder | $1,792 | $3,313-45.9% | $13,129-86.3% | $3,203-44.1% |