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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 | $87,051 | $105,623-17.6% | $87,502-0.5% | $273,972-68.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.59% | 12.26%-4.7pp | 12.21%-4.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,404 | $3,601-5.5% | $3,149+8.1% | $5,287-35.6% |
| Admin fee / account holder | $9,107 | $4,781+90.5% | $4,221+115.8% | $10,133-10.1% |