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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 | $72,635 | $81,476-10.9% | $102,383-29.1% | $80,925-10.2% |
| Participation rate | 37.0% | 66.8%-29.9pp | 74.5%-37.5pp | 67.7%-30.7pp |
| Annual return | 15.46% | 25.59%-10.1pp | 24.94%-9.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,099 | $3,871-45.8% | $5,060-58.5% | $4,299-51.2% |
| Admin fee / account holder | $5,650 | $6,717-15.9% | $8,391-32.7% | $6,940-18.6% |