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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 | $98,455 | $68,586+43.5% | $120,380-18.2% | $80,911+21.7% |
| Participation rate | 60.5% | 61.6%-1.1pp | 71.9%-11.4pp | 67.6%-7.1pp |
| Annual return | 15.28% | 23.62%-8.3pp | 107.28%-92.0pp | 35.63%-20.3pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,432 | $3,174+134.2% | $4,992+48.9% | $4,297+73.0% |
| Admin fee / account holder | $2,147 | $5,733-62.5% | $9,421-77.2% | $6,935-69.0% |