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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 | $55,915 | $99,875-44.0% | $146,866-61.9% | $86,983-35.7% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.5%-28.3pp | 69.5%-15.4pp |
| Annual return | 28.62% | 28.10%+0.5pp | 102.85%-74.2pp | 25.83%+2.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,556 | $6,322-43.8% | $7,759-54.2% | $4,194-15.2% |
| Admin fee / account holder | $713 | $7,838-90.9% | $13,620-94.8% | $7,856-90.9% |