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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 | $55,976 | $106,749-47.6% | $145,433-61.5% | $82,448-32.1% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 15.55% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,649 | $6,519+48.0% | $7,897+22.2% | $4,139+133.1% |
| Admin fee / account holder | $9,750 | $8,390+16.2% | $13,129-25.7% | $7,234+34.8% |