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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 | $56,744 | $60,349-6.0% | $74,184-23.5% | $62,881-9.8% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 7.93% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,818 | $2,856+138.7% | $3,550+92.1% | $3,203+112.9% |
| Admin fee / account holder | $1,010 | $4,261-76.3% | $5,586-81.9% | $4,296-76.5% |