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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 | $76,026 | $106,588-28.7% | $94,215-19.3% | $155,188-51.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 70.0%-3.3pp | 80.8%-14.1pp |
| Annual return | 10.82% | 29.39%-18.6pp | 28.22%-17.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,132 | $4,802-55.6% | $4,276-50.1% | $6,531-67.4% |
| Admin fee / account holder | $1,504 | $12,281-87.8% | $10,216-85.3% | $14,480-89.6% |