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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 | $81,010 | $99,875-18.9% | $146,866-44.8% | $86,983-6.9% |
| Participation rate | 26.7% | 75.8%-49.1pp | 82.5%-55.8pp | 69.5%-42.8pp |
| Annual return | 15.57% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,958 | $6,322-37.4% | $7,759-49.0% | $4,194-5.6% |
| Admin fee / account holder | $1,926 | $7,838-75.4% | $13,620-85.9% | $7,856-75.5% |