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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 | $90,011 | $76,834+17.1% | $108,359-16.9% | $87,485+2.9% |
| Participation rate | 45.6% | 61.7%-16.1pp | 70.1%-24.5pp | 68.9%-23.3pp |
| Annual return | 15.89% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,235 | $3,100+4.3% | $4,137-21.8% | $4,274-24.3% |
| Admin fee / account holder | $10,037 | $6,537+53.5% | $9,741+3.0% | $7,775+29.1% |