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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 | $86,244 | $99,875-13.6% | $146,866-41.3% | $86,983-0.8% |
| Participation rate | 58.7% | 75.8%-17.1pp | 82.5%-23.8pp | 69.5%-10.8pp |
| Annual return | 18.91% | 28.10%-9.2pp | 102.85%-83.9pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,644 | $6,322-26.5% | $7,759-40.1% | $4,194+10.7% |
| Admin fee / account holder | $479 | $7,838-93.9% | $13,620-96.5% | $7,856-93.9% |