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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 | $55,902-6.3% | $76,030-31.1% | $80,959-35.3% |
| Participation rate | 37.0% | 62.1%-25.1pp | 69.1%-32.1pp | 67.7%-30.7pp |
| Annual return | 12.12% | 20.59%-8.5pp | 361.54%-349.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,328 | $3,051+9.1% | $4,257-21.8% | $4,300-22.6% |
| Admin fee / account holder | $6,435 | $5,239+22.8% | $6,421+0.2% | $6,925-7.1% |