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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 | $65,295 | $43,749+49.2% | $158,223-58.7% | $65,3060% |
| Participation rate | 36.0% | 56.9%-20.9pp | 79.2%-43.2pp | 57.7%-21.7pp |
| Annual return | 13.24% | 19.41%-6.2pp | 52.09%-38.8pp | 21.94%-8.7pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,367 | $2,019+66.8% | $5,467-38.4% | $2,959+13.8% |
| Admin fee / account holder | $8,424 | $1,930+336.5% | $16,047-47.5% | $3,480+142.1% |