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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 | $34,933 | $47,848-27.0% | $81,473-57.1% | $70,126-50.2% |
| Participation rate | 55.2% | 58.3%-3.1pp | 68.0%-12.8pp | 69.5%-14.4pp |
| Annual return | 20.76% | 27.25%-6.5pp | 38.78%-18.0pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,923 | $2,453+19.2% | $3,537-17.3% | $3,332-12.3% |
| Admin fee / account holder | $400 | $3,145-87.3% | $4,561-91.2% | $4,645-91.4% |