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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 | $35,895 | $70,486-49.1% | $100,535-64.3% | $79,856-55.1% |
| Participation rate | 63.0% | 73.6%-10.7pp | 79.4%-16.5pp | 69.6%-6.7pp |
| Annual return | 21.80% | 21.90%-0.1pp | 30.90%-9.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,912 | $5,182+52.7% | $6,271+26.2% | $3,741+111.5% |
| Admin fee / account holder | $4,761 | $4,480+6.3% | $8,085-41.1% | $5,306-10.3% |