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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 | $62,203 | $59,267+5.0% | $96,575-35.6% | $79,393-21.7% |
| Participation rate | 52.4% | 61.9%-9.5pp | 69.8%-17.4pp | 70.7%-18.3pp |
| Annual return | 18.88% | 27.08%-8.2pp | 37.79%-18.9pp | 116.87%-98.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,744 | $2,947-6.9% | $3,849-28.7% | $4,046-32.2% |
| Admin fee / account holder | $1,222 | $659+85.6% | $6,182-80.2% | $627+95.1% |