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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 | $54,812 | $126,661-56.7% | $113,397-51.7% | $138,895-60.5% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.5%-11.8pp | 79.9%-15.2pp |
| Annual return | 12.99% | 25.05%-12.1pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,753 | $5,693-51.6% | $5,076-45.8% | $6,396-57.0% |
| Admin fee / account holder | $806 | $14,549-94.5% | $11,957-93.3% | $12,562-93.6% |