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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 | $85,321 | $99,875-14.6% | $146,866-41.9% | $86,983-1.9% |
| Participation rate | 51.9% | 75.8%-24.0pp | 82.5%-30.7pp | 69.5%-17.7pp |
| Annual return | 19.76% | 28.10%-8.3pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,883 | $6,322+40.5% | $7,759+14.5% | $4,194+111.8% |
| Admin fee / account holder | $6,921 | $7,838-11.7% | $13,620-49.2% | $7,856-11.9% |