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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 | $24,634 | $71,215-65.4% | $93,696-73.7% | $80,935-69.6% |
| Participation rate | 68.9% | 60.4%+8.5pp | 68.7%+0.2pp | 67.7%+1.2pp |
| Annual return | 11.46% | 11.27%+0.2pp | 133.74%-122.3pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,855 | $4,037+45.0% | $4,417+32.6% | $4,299+36.2% |
| Admin fee / account holder | $2,982 | $6,958-57.1% | $8,287-64.0% | $6,924-56.9% |