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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 | $109,250 | $99,875+9.4% | $146,866-25.6% | $86,983+25.6% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.5%-27.0pp | 69.5%-14.0pp |
| Annual return | 20.24% | 28.10%-7.9pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,606 | $6,322+4.5% | $7,759-14.9% | $4,194+57.5% |
| Admin fee / account holder | $1,854 | $7,838-76.3% | $13,620-86.4% | $7,856-76.4% |