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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 | $109,953 | $123,478-11.0% | $216,567-49.2% | $94,015+17.0% |
| Participation rate | 39.1% | 75.1%-36.0pp | 81.6%-42.5pp | 70.8%-31.7pp |
| Annual return | 14.50% | 23.61%-9.1pp | 12.94%+1.6pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,211 | $4,556-29.5% | $6,191-48.1% | $4,249-24.4% |
| Admin fee / account holder | $10,580 | $12,753-17.0% | $21,981-51.9% | $8,951+18.2% |