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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 | $76,183 | $185,141-58.9% | $153,416-50.3% | $155,188-50.9% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 15.19% | 18.72%-3.5pp | 17.84%-2.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,541 | $5,477-53.6% | $4,723-46.2% | $6,531-61.1% |
| Admin fee / account holder | $540 | $16,005-96.6% | $13,095-95.9% | $14,480-96.3% |