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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 | $33,393 | $86,940-61.6% | $102,434-67.4% | $80,935-58.7% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.7%-11.7pp |
| Annual return | 16.09% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,015 | $4,121+167.3% | $5,055+117.9% | $4,299+156.2% |
| Admin fee / account holder | $3,774 | $8,047-53.1% | $9,462-60.1% | $6,924-45.5% |