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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 | $97,257 | $64,920+49.8% | $103,693-6.2% | $86,983+11.8% |
| Participation rate | 36.0% | 63.6%-27.6pp | 72.6%-36.6pp | 69.5%-33.5pp |
| Annual return | 15.97% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,044 | $3,241-67.8% | $4,579-77.2% | $4,194-75.1% |
| Admin fee / account holder | $866 | $6,191-86.0% | $7,858-89.0% | $7,856-89.0% |