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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 | $42,627 | $72,492-41.2% | $87,104-51.1% | $72,975-41.6% |
| Participation rate | 28.3% | 72.8%-44.5pp | 76.9%-48.6pp | 69.5%-41.2pp |
| Annual return | 21.78% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,763 | $3,270+15.1% | $4,048-7.1% | $3,608+4.3% |
| Admin fee / account holder | $981 | $5,055-80.6% | $7,491-86.9% | $5,124-80.9% |