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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 | $108,904 | $67,411+61.6% | $91,004+19.7% | $70,126+55.3% |
| Participation rate | 67.6% | 71.4%-3.8pp | 75.6%-8.0pp | 69.5%-2.0pp |
| Annual return | 13.90% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,940 | $2,823+4.2% | $3,548-17.1% | $3,332-11.8% |
| Admin fee / account holder | $1,810 | $4,236-57.3% | $5,417-66.6% | $4,645-61.0% |