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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 | $33,450 | $64,359-48.0% | $90,161-62.9% | $70,124-52.3% |
| Participation rate | 61.3% | 70.4%-9.1pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 18.45% | 28.13%-9.7pp | 34.89%-16.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,336 | $4,389+44.3% | $5,287+19.8% | $3,332+90.2% |
| Admin fee / account holder | $6,013 | $3,945+52.4% | $5,943+1.2% | $4,645+29.4% |