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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 | $89,169 | $46,877+90.2% | $122,354-27.1% | $70,126+27.2% |
| Participation rate | 21.3% | 58.2%-36.9pp | 71.6%-50.4pp | 69.5%-48.3pp |
| Annual return | 18.17% | 24.22%-6.1pp | 30.28%-12.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,604 | $2,167+66.3% | $3,287+9.6% | $3,332+8.2% |
| Admin fee / account holder | $721 | $3,324-78.3% | $5,479-86.8% | $4,645-84.5% |