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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 | $64,983 | $46,534+39.6% | $64,097+1.4% | $75,177-13.6% |
| Participation rate | 27.3% | 65.9%-38.7pp | 72.3%-45.0pp | 67.2%-39.9pp |
| Annual return | 22.41% | 26.07%-3.7pp | 33.75%-11.3pp | 160.75%-138.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,448 | $2,835-13.7% | $3,881-36.9% | $4,126-40.7% |
| Admin fee / account holder | $451 | $2,957-84.7% | $3,070-85.3% | $5,651-92.0% |