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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 | $83,444 | $79,961+4.4% | $98,462-15.3% | $75,177+11.0% |
| Participation rate | 38.6% | 70.4%-31.8pp | 75.2%-36.6pp | 67.2%-28.6pp |
| Annual return | 19.95% | 19.75%+0.2pp | 21.17%-1.2pp | 160.75%-140.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,911 | $3,753-49.1% | $4,738-59.7% | $4,126-53.7% |
| Admin fee / account holder | $543 | $6,842-92.1% | $8,875-93.9% | $5,651-90.4% |