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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 | $80,826 | $52,884+52.8% | $84,753-4.6% | $55,167+46.5% |
| Participation rate | 23.0% | 67.5%-44.5pp | 76.6%-53.6pp | 69.0%-46.0pp |
| Annual return | 7.18% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,499 | $2,644-43.3% | $3,712-59.6% | $3,054-50.9% |
| Admin fee / account holder | $648 | $581+11.6% | $5,333-87.8% | $504+28.6% |