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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 | $78,776 | $124,980-37.0% | $108,359-27.3% | $154,746-49.1% |
| Participation rate | 22.2% | 75.2%-52.9pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 18.15% | 45.00%-26.9pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,797 | $4,743-62.1% | $4,137-56.6% | $6,730-73.3% |
| Admin fee / account holder | $1,919 | $11,502-83.3% | $9,741-80.3% | $14,365-86.6% |