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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 | $89,259-5.6% | $107,187-21.4% | $82,637+2.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 20.90% | 21.02%-0.1pp | 204.55%-183.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $758 | $3,080-75.4% | $3,782-80.0% | $2,552-70.3% |
| Participant deferral / active EE | $2,103 | $4,037-47.9% | $5,096-58.7% | $4,126-49.0% |
| Admin fee / account holder | $2,437 | $7,381-67.0% | $9,162-73.4% | $7,339-66.8% |