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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 | $83,691 | $71,230+17.5% | $93,727-10.7% | $80,959+3.4% |
| Participation rate | 54.9% | 60.4%-5.5pp | 68.7%-13.8pp | 67.7%-12.8pp |
| Annual return | 10.71% | 11.26%-0.5pp | 133.83%-123.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,860 | $4,037-29.2% | $4,417-35.3% | $4,300-33.5% |
| Admin fee / account holder | $1,004 | $6,961-85.6% | $8,292-87.9% | $6,925-85.5% |