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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 | $144,002 | $72,492+98.6% | $87,104+65.3% | $72,975+97.3% |
| Participation rate | 21.7% | 72.8%-51.1pp | 76.9%-55.2pp | 69.5%-47.8pp |
| Annual return | 21.08% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,511 | $3,270-53.8% | $4,048-62.7% | $3,608-58.1% |
| Admin fee / account holder | $3,283 | $5,055-35.1% | $7,491-56.2% | $5,124-35.9% |