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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 | $51,819 | $72,486-28.5% | $87,103-40.5% | $72,976-29.0% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 24.39% | 24.46%-0.1pp | 28.19%-3.8pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,037 | $3,270-37.7% | $4,049-49.7% | $3,608-43.5% |
| Admin fee / account holder | $1,876 | $5,055-62.9% | $7,491-75.0% | $5,124-63.4% |