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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 | $71,547 | $94,031-23.9% | $115,768-38.2% | $82,448-13.2% |
| Participation rate | 33.8% | 70.4%-36.6pp | 74.4%-40.5pp | 68.1%-34.2pp |
| Annual return | 15.68% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,792 | $3,972-4.5% | $4,917-22.9% | $4,139-8.4% |
| Admin fee / account holder | $6,424 | $10,249-37.3% | $12,439-48.4% | $7,234-11.2% |