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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 | $64,545 | $63,156+2.2% | $122,354-47.2% | $62,293+3.6% |
| Participation rate | 45.0% | 60.0%-15.0pp | 71.6%-26.6pp | 69.5%-24.5pp |
| Annual return | 18.97% | 20.61%-1.6pp | 30.28%-11.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,502 | $2,321-35.3% | $3,287-54.3% | $3,169-52.6% |
| Admin fee / account holder | $12,953 | $440+2844.5% | $5,479+136.4% | $479+2602.3% |