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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 | $61,722 | $181,896-66.1% | $156,551-60.6% | $273,972-77.5% |
| Participation rate | 34.8% | 88.4%-53.6pp | 84.0%-49.2pp | 83.0%-48.2pp |
| Annual return | 8.47% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,608 | $5,550-53.0% | $4,871-46.5% | $5,287-50.7% |
| Admin fee / account holder | $676 | $15,560-95.7% | $13,028-94.8% | $10,133-93.3% |