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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 | $54,036 | $106,974-49.5% | $90,796-40.5% | $138,895-61.1% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 13.97% | 20.10%-6.1pp | 19.29%-5.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,380 | $4,455-1.7% | $3,822+14.6% | $6,396-31.5% |
| Admin fee / account holder | $567 | $8,626-93.4% | $7,024-91.9% | $12,562-95.5% |