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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 | $84,589 | $95,904-11.8% | $173,730-51.3% | $64,340+31.5% |
| Participation rate | 60.6% | 60.6%0pp | 79.6%-19.0pp | 55.2%+5.3pp |
| Annual return | 15.75% | 17.47%-1.7pp | 19.96%-4.2pp | 24.14%-8.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,659 | $3,488+4.9% | $6,326-42.2% | $2,980+22.8% |
| Admin fee / account holder | $1,979 | $5,089-61.1% | $17,523-88.7% | $3,703-46.6% |