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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 | $81,617 | $74,535+9.5% | $100,712-19.0% | $82,637-1.2% |
| Participation rate | 14.6% | 61.2%-46.6pp | 69.3%-54.7pp | 68.1%-53.5pp |
| Annual return | 17.00% | 18.92%-1.9pp | 33.27%-16.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,070 | $3,074-32.7% | $4,085-49.3% | $4,126-49.8% |
| Admin fee / account holder | $5,757 | $6,576-12.5% | $9,256-37.8% | $7,339-21.6% |