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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 | $67,280 | $64,920+3.6% | $103,693-35.1% | $86,983-22.7% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 18.93% | 30.29%-11.4pp | 47.61%-28.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,817 | $3,241+110.3% | $4,579+48.9% | $4,194+62.5% |
| Admin fee / account holder | $4,603 | $6,191-25.7% | $7,858-41.4% | $7,856-41.4% |