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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 | $92,112 | $93,589-1.6% | $135,942-32.2% | $75,181+22.5% |
| Participation rate | 48.4% | 75.2%-26.8pp | 81.9%-33.5pp | 67.2%-18.8pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.28%-50.2pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,977 | $6,405+8.9% | $7,759-10.1% | $4,126+69.1% |
| Admin fee / account holder | $9,677 | $6,977+38.7% | $10,764-10.1% | $5,650+71.3% |