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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 | $50,729 | $55,713-8.9% | $75,901-33.2% | $72,975-30.5% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.3%-30.8pp | 69.5%-31.0pp |
| Annual return | 21.09% | 27.60%-6.5pp | 30.76%-9.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,310 | $2,634-50.3% | $3,603-63.6% | $3,608-63.7% |
| Admin fee / account holder | $860 | $3,980-78.4% | $5,420-84.1% | $5,124-83.2% |