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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 | $73,154 | $49,239+48.6% | $70,462+3.8% | $79,858-8.4% |
| Participation rate | 21.1% | 69.2%-48.1pp | 75.1%-54.0pp | 69.6%-48.6pp |
| Annual return | 11.13% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $999 | $2,769-63.9% | $3,710-73.1% | $3,740-73.3% |
| Admin fee / account holder | $368 | $2,876-87.2% | $3,845-90.4% | $5,306-93.1% |