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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 | $65,164 | $67,602-3.6% | $82,312-20.8% | $70,126-7.1% |
| Participation rate | 50.6% | 72.8%-22.1pp | 76.9%-26.2pp | 69.5%-18.9pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,894 | $2,987+30.3% | $3,706+5.1% | $3,332+16.9% |
| Admin fee / account holder | $10,079 | $4,512+123.4% | $5,608+79.7% | $4,645+117.0% |