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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 | $43,952 | $72,486-39.4% | $87,103-49.5% | $72,976-39.8% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.1pp |
| Annual return | 19.14% | 24.46%-5.3pp | 28.19%-9.1pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,775 | $3,270-15.1% | $4,049-31.5% | $3,608-23.1% |
| Admin fee / account holder | $2,477 | $5,055-51.0% | $7,491-66.9% | $5,124-51.7% |