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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 | $30,342 | $54,763-44.6% | $90,324-66.4% | $72,976-58.4% |
| Participation rate | 58.1% | 65.2%-7.1pp | 73.3%-15.2pp | 69.5%-11.4pp |
| Annual return | 27.81% | 30.63%-2.8pp | 78.15%-50.3pp | 81.02%-53.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,326 | $2,887+49.8% | $3,885+11.3% | $3,608+19.9% |
| Admin fee / account holder | $806 | $3,973-79.7% | $5,356-84.9% | $5,124-84.3% |