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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 | $57,701 | $97,550-40.9% | $120,344-52.1% | $87,485-34.0% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.7%-13.4pp | 68.9%-5.6pp |
| Annual return | 13.24% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,980 | $4,230-29.6% | $5,135-42.0% | $4,274-30.3% |
| Admin fee / account holder | $6,598 | $9,543-30.9% | $12,742-48.2% | $7,775-15.1% |