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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 | $86,804 | $93,598-7.3% | $135,974-36.2% | $75,173+15.5% |
| Participation rate | 38.5% | 75.2%-36.7pp | 81.9%-43.5pp | 67.2%-28.7pp |
| Annual return | 18.78% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,571 | $6,405-59.9% | $7,760-66.9% | $4,126-37.7% |
| Admin fee / account holder | $453 | $6,978-93.5% | $10,767-95.8% | $5,651-92.0% |