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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 | $71,057-65.3% | $93,654-73.7% | $80,874-69.5% |
| Participation rate | 68.9% | 60.4%+8.5pp | 68.7%+0.2pp | 67.6%+1.2pp |
| Annual return | 11.46% | 11.26%+0.2pp | 133.34%-121.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,855 | $4,034+45.1% | $4,413+32.7% | $4,297+36.3% |
| Admin fee / account holder | $2,982 | $6,944-57.1% | $8,282-64.0% | $6,935-57.0% |