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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 | $42,048 | $77,472-45.7% | $100,392-58.1% | $80,935-48.0% |
| Participation rate | 64.0% | 76.9%-12.9pp | 81.5%-17.5pp | 67.7%-3.7pp |
| Annual return | 18.44% | 37.26%-18.8pp | 49.45%-31.0pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,151 | $6,818+34.2% | $8,090+13.1% | $4,299+112.8% |
| Admin fee / account holder | $9,766 | $5,885+65.9% | $7,904+23.6% | $6,924+41.0% |