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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 | $89,093 | $99,994-10.9% | $146,643-39.2% | $85,847+3.8% |
| Participation rate | 51.9% | 73.1%-21.1pp | 80.1%-28.1pp | 69.3%-17.4pp |
| Annual return | 12.00% | 18.93%-6.9pp | 22.75%-10.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $567 | $2,559-77.8% | $4,137-86.3% | $2,565-77.9% |
| Participant deferral / active EE | $2,339 | $4,006-41.6% | $5,506-57.5% | $3,952-40.8% |
| Admin fee / account holder | $4,460 | $7,703-42.1% | $10,280-56.6% | $6,261-28.8% |