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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 | $54,659 | $77,574-29.5% | $108,753-49.7% | $86,983-37.2% |
| Participation rate | 56.0% | 62.3%-6.3pp | 71.1%-15.1pp | 69.5%-13.5pp |
| Annual return | 16.71% | 18.42%-1.7pp | 37.47%-20.8pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,777 | $3,128-43.2% | $4,115-56.8% | $4,194-57.6% |
| Admin fee / account holder | $1,897 | $6,529-70.9% | $10,320-81.6% | $7,856-75.8% |