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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 | $78,714 | $72,027+9.3% | $185,835-57.6% | $79,852-1.4% |
| Participation rate | 36.8% | 65.8%-29.0pp | 78.0%-41.3pp | 69.6%-32.9pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $240 | $1,965-87.8% | $4,087-94.1% | $2,471-90.3% |
| Participant deferral / active EE | $1,446 | $3,780-61.7% | $5,633-74.3% | $3,740-61.3% |
| Admin fee / account holder | $6,105 | $4,513+35.3% | $9,502-35.7% | $5,306+15.1% |