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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 | $66,475 | $73,978-10.1% | $96,515-31.1% | $75,173-11.6% |
| Participation rate | 39.5% | 66.4%-26.9pp | 74.3%-34.8pp | 67.2%-27.7pp |
| Annual return | 13.52% | 26.72%-13.2pp | 35.73%-22.2pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,276 | $3,660-37.8% | $4,880-53.4% | $4,126-44.8% |
| Admin fee / account holder | $557 | $5,219-89.3% | $6,735-91.7% | $5,651-90.1% |