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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 | $80,381 | $72,492+10.9% | $87,104-7.7% | $72,975+10.1% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 20.58% | 24.46%-3.9pp | 28.19%-7.6pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,826 | $3,270-44.1% | $4,048-54.9% | $3,608-49.4% |
| Admin fee / account holder | $40,319 | $5,055+697.6% | $7,491+438.2% | $5,124+686.9% |