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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 | $81,188 | $58,828+38.0% | $78,002+4.1% | $62,881+29.1% |
| Participation rate | 45.2% | 71.1%-25.8pp | 75.5%-30.3pp | 69.3%-24.1pp |
| Annual return | 8.46% | 17.16%-8.7pp | 425.99%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,709 | $2,686-36.3% | $3,497-51.1% | $3,203-46.6% |
| Admin fee / account holder | $2,671 | $4,393-39.2% | $5,481-51.3% | $4,296-37.8% |