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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 | $59,533 | $59,335+0.3% | $129,031-53.9% | $69,733-14.6% |
| Participation rate | 33.0% | 43.3%-10.3pp | 73.4%-40.4pp | 62.5%-29.5pp |
| Annual return | 19.65% | 19.52%+0.1pp | 34.67%-15.0pp | 15.22%+4.4pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $3,226-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $4,478 | $2,485+80.2% | $5,217-14.2% | $3,054+46.6% |
| Admin fee / account holder | $1,622 | $3,940-58.8% | $13,208-87.7% | $3,102-47.7% |