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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 | $78,733 | $106,524-26.1% | $152,301-48.3% | $87,485-10.0% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.4%-26.9pp | 68.9%-13.4pp |
| Annual return | 15.96% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | -$0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,423 | $6,525+13.8% | $8,004-7.3% | $4,274+73.7% |
| Admin fee / account holder | $1,132 | $8,287-86.3% | $14,398-92.1% | $7,775-85.4% |