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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 | $67,985 | $65,395+4.0% | $182,540-62.8% | $72,975-6.8% |
| Participation rate | 23.1% | 65.4%-42.4pp | 78.0%-54.9pp | 69.5%-46.4pp |
| Annual return | 19.58% | 27.68%-8.1pp | 148.58%-129.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,656 | $3,563-53.5% | $5,525-70.0% | $3,608-54.1% |
| Admin fee / account holder | $526 | $4,245-87.6% | $8,593-93.9% | $5,124-89.7% |