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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 | $61,457 | $86,940-29.3% | $102,434-40.0% | $80,935-24.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.7%-11.8pp |
| Annual return | 24.39% | 18.89%+5.5pp | 29.46%-5.1pp | 35.66%-11.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,093 | $4,121+217.7% | $5,055+159.0% | $4,299+204.5% |
| Admin fee / account holder | $1,842 | $8,047-77.1% | $9,462-80.5% | $6,924-73.4% |