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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 | $91,030 | $86,330+5.4% | $121,871-25.3% | $94,015-3.2% |
| Participation rate | 29.2% | 66.7%-37.4pp | 73.2%-44.0pp | 70.8%-41.6pp |
| Annual return | 12.78% | 14.95%-2.2pp | 13.57%-0.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,211 | $3,146-61.5% | $4,318-72.0% | $4,249-71.5% |
| Admin fee / account holder | $547 | $7,346-92.6% | $11,551-95.3% | $8,951-93.9% |