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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 | $73,892 | $83,908-11.9% | $68,509+7.9% | $125,389-41.1% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | 2.80% | 14.48%-11.7pp | 8.27%-5.5pp | 282.24%-279.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,958 | $4,125-28.3% | $3,382-12.5% | $5,352-44.7% |
| Admin fee / account holder | $25,997 | $8,982+189.4% | $5,275+392.9% | $9,541+172.5% |