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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 | $84,337 | $74,535+13.1% | $100,712-16.3% | $82,637+2.1% |
| Participation rate | 24.1% | 61.2%-37.1pp | 69.3%-45.2pp | 68.1%-44.0pp |
| Annual return | 18.27% | 18.92%-0.7pp | 33.27%-15.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,910 | $3,074-37.9% | $4,085-53.2% | $4,126-53.7% |
| Admin fee / account holder | $6,880 | $6,576+4.6% | $9,256-25.7% | $7,339-6.3% |