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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 | $60,852 | $62,672-2.9% | $185,117-67.1% | $70,126-13.2% |
| Participation rate | 25.9% | 63.8%-37.9pp | 77.3%-51.3pp | 69.5%-43.6pp |
| Annual return | 17.78% | 40.79%-23.0pp | 40.50%-22.7pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,349 | $3,272-58.8% | $5,045-73.3% | $3,332-59.5% |
| Admin fee / account holder | $1,207 | $3,932-69.3% | $8,159-85.2% | $4,645-74.0% |