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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 | $77,574+8.7% | $108,753-22.5% | $86,983-3.0% |
| Participation rate | 24.1% | 62.3%-38.2pp | 71.1%-47.0pp | 69.5%-45.5pp |
| Annual return | 18.27% | 18.42%-0.2pp | 37.47%-19.2pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,910 | $3,128-38.9% | $4,115-53.6% | $4,194-54.4% |
| Admin fee / account holder | $6,880 | $6,529+5.4% | $10,320-33.3% | $7,856-12.4% |