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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 | $31,105 | $58,848-47.1% | $88,179-64.7% | $82,637-62.4% |
| Participation rate | 34.9% | 57.9%-23.0pp | 69.1%-34.3pp | 68.1%-33.2pp |
| Annual return | 17.72% | 22.76%-5.0pp | 64.97%-47.3pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,766 | $3,124+52.6% | $4,614+3.3% | $4,126+15.5% |
| Admin fee / account holder | $5,369 | $4,795+12.0% | $7,673-30.0% | $7,339-26.8% |