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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 | $96,210 | $56,894+69.1% | $84,753+13.5% | $62,881+53.0% |
| Participation rate | 12.9% | 68.5%-55.6pp | 76.6%-63.7pp | 69.3%-56.4pp |
| Annual return | 8.33% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,352 | $2,709-50.1% | $3,712-63.6% | $3,203-57.8% |
| Admin fee / account holder | $338 | $3,581-90.6% | $5,333-93.7% | $4,296-92.1% |