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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 | $87,239 | $70,418+23.9% | $96,570-9.7% | $85,847+1.6% |
| Participation rate | 47.1% | 61.8%-14.8pp | 69.8%-22.8pp | 69.3%-22.3pp |
| Annual return | 17.76% | 18.59%-0.8pp | 37.79%-20.0pp | 318.61%-300.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,835 | $2,894-36.6% | $3,849-52.3% | $3,952-53.6% |
| Admin fee / account holder | $2,393 | $4,995-52.1% | $6,182-61.3% | $6,261-61.8% |