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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 | $68,220 | $100,194-31.9% | $122,979-44.5% | $86,983-21.6% |
| Participation rate | 49.0% | 73.0%-24.0pp | 77.2%-28.2pp | 69.5%-20.6pp |
| Annual return | 13.70% | 16.47%-2.8pp | 20.12%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,177 | $4,133-23.1% | $5,003-36.5% | $4,194-24.3% |
| Admin fee / account holder | $939 | $10,148-90.7% | $12,864-92.7% | $7,856-88.1% |