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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 | $50,791 | $58,600-13.3% | $83,327-39.0% | $64,173-20.9% |
| Participation rate | 65.9% | 72.0%-6.1pp | 77.8%-11.9pp | 69.6%-3.7pp |
| Annual return | 0.36% | 9.66%-9.3pp | 10.64%-10.3pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,116 | $4,656+95.8% | $5,565+63.8% | $3,470+162.7% |
| Admin fee / account holder | $1,581 | $9,282-83.0% | $7,540-79.0% | $4,887-67.7% |