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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 | $59,985 | $77,574-22.7% | $108,753-44.8% | $86,983-31.0% |
| Participation rate | 26.8% | 62.3%-35.5pp | 71.1%-44.3pp | 69.5%-42.7pp |
| Annual return | 19.08% | 18.42%+0.7pp | 37.47%-18.4pp | 25.83%-6.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,488 | $3,128+11.5% | $4,115-15.2% | $4,194-16.8% |
| Admin fee / account holder | $729 | $6,529-88.8% | $10,320-92.9% | $7,856-90.7% |