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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 | $75,735 | $93,346-18.9% | $71,796+5.5% | $273,972-72.4% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 8.75% | 130.39%-121.6pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,746 | $3,475-49.8% | $2,794-37.5% | $5,287-67.0% |
| Admin fee / account holder | $4,023 | $6,571-38.8% | $4,815-16.5% | $10,133-60.3% |