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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 | $86,765 | $62,672+38.4% | $185,117-53.1% | $70,124+23.7% |
| Participation rate | 53.7% | 63.8%-10.1pp | 77.3%-23.6pp | 69.5%-15.9pp |
| Annual return | 20.22% | 40.79%-20.6pp | 40.50%-20.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,017 | $3,272-38.3% | $5,045-60.0% | $3,332-39.4% |
| Admin fee / account holder | $801 | $3,932-79.6% | $8,159-90.2% | $4,645-82.7% |