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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 | $65,432 | $72,114-9.3% | $108,745-39.8% | $62,881+4.1% |
| Participation rate | 37.5% | 74.6%-37.1pp | 77.7%-40.2pp | 69.3%-31.8pp |
| Annual return | 7.35% | 13.41%-6.1pp | 46.22%-38.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,604 | $4,044-60.3% | $5,121-68.7% | $3,203-49.9% |
| Admin fee / account holder | $1,165 | $4,608-74.7% | $6,144-81.0% | $4,296-72.9% |