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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 | $84,271 | $88,672-5.0% | $105,223-19.9% | $82,448+2.2% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 20.90% | 30.86%-10.0pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $758 | $3,048-75.1% | $3,689-79.5% | $2,551-70.3% |
| Participant deferral / active EE | $2,103 | $4,036-47.9% | $5,072-58.5% | $4,139-49.2% |
| Admin fee / account holder | $2,437 | $7,146-65.9% | $8,859-72.5% | $7,234-66.3% |