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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 | $77,999 | $54,757+42.4% | $90,304-13.6% | $72,975+6.9% |
| Participation rate | 39.7% | 65.2%-25.5pp | 73.3%-33.6pp | 69.5%-29.8pp |
| Annual return | 24.10% | 30.63%-6.5pp | 78.13%-54.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,744 | $2,887-5.0% | $3,885-29.4% | $3,608-23.9% |
| Admin fee / account holder | $1,553 | $3,973-60.9% | $5,354-71.0% | $5,124-69.7% |