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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 | $87,052 | $118,467-26.5% | $98,450-11.6% | $139,456-37.6% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 14.62% | 18.95%-4.3pp | 21.16%-6.5pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,505 | $5,393+20.6% | $4,739+37.3% | $6,711-3.1% |
| Admin fee / account holder | $1,938 | $14,057-86.2% | $8,961-78.4% | $11,407-83.0% |