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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 | $59,206 | $56,277+5.2% | $80,976-26.9% | $62,891-5.9% |
| Participation rate | 44.1% | 69.0%-24.8pp | 75.8%-31.7pp | 69.3%-25.2pp |
| Annual return | 9.22% | 22.12%-12.9pp | 17.10%-7.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,863 | $4,195+87.4% | $5,696+38.1% | $3,203+145.5% |
| Admin fee / account holder | $2,219 | $3,741-40.7% | $5,516-59.8% | $4,296-48.3% |