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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 | $75,447 | $47,848+57.7% | $81,473-7.4% | $70,126+7.6% |
| Participation rate | 47.6% | 58.3%-10.7pp | 68.0%-20.3pp | 69.5%-21.9pp |
| Annual return | 17.36% | 27.25%-9.9pp | 38.78%-21.4pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,815 | $2,453+55.5% | $3,537+7.9% | $3,332+14.5% |
| Admin fee / account holder | $919 | $3,145-70.8% | $4,561-79.8% | $4,645-80.2% |