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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 | $52,366 | $56,060-6.6% | $76,002-31.1% | $80,874-35.2% |
| Participation rate | 37.0% | 62.0%-25.1pp | 69.1%-32.1pp | 67.6%-30.7pp |
| Annual return | 12.12% | 20.54%-8.4pp | 360.07%-347.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,328 | $3,051+9.1% | $4,257-21.8% | $4,297-22.6% |
| Admin fee / account holder | $6,435 | $5,237+22.9% | $6,414+0.3% | $6,935-7.2% |