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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 | $46,657 | $48,076-3.0% | $78,690-40.7% | $62,891-25.8% |
| Participation rate | 34.5% | 65.2%-30.7pp | 73.6%-39.1pp | 69.3%-34.8pp |
| Annual return | 5.81% | 31.35%-25.5pp | 62.18%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,299 | $2,588-49.8% | $3,517-63.1% | $3,203-59.4% |
| Admin fee / account holder | $489 | $3,207-84.8% | $4,511-89.2% | $4,296-88.6% |