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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 | $81,610 | $78,670+3.7% | $109,173-25.2% | $85,847-4.9% |
| Participation rate | 58.5% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.8pp |
| Annual return | 19.19% | 25.09%-5.9pp | 25.75%-6.6pp | 318.61%-299.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,634 | $3,467-52.9% | $4,654-64.9% | $3,952-58.7% |
| Admin fee / account holder | $2,031 | $5,469-62.9% | $6,755-69.9% | $6,261-67.6% |