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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 | $90,395 | $104,694-13.7% | $85,709+5.5% | $167,536-46.0% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 15.24% | 21.45%-6.2pp | 21.49%-6.3pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,634 | $4,826+16.7% | $3,924+43.6% | $6,342-11.2% |
| Admin fee / account holder | $7,134 | $10,035-28.9% | $6,876+3.8% | $12,315-42.1% |