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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 | $47,351 | $97,550-51.5% | $120,344-60.7% | $87,485-45.9% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.7%-15.4pp | 68.9%-7.6pp |
| Annual return | 16.94% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,396 | $4,230+98.5% | $5,135+63.5% | $4,274+96.5% |
| Admin fee / account holder | $9,513 | $9,543-0.3% | $12,742-25.3% | $7,775+22.4% |