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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 | $23,574 | $64,359-63.4% | $90,161-73.9% | $70,126-66.4% |
| Participation rate | 59.3% | 70.4%-11.1pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 28.38% | 28.13%+0.2pp | 34.89%-6.5pp | 73.15%-44.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,156 | $4,389+63.0% | $5,287+35.3% | $3,332+114.8% |
| Admin fee / account holder | $990 | $3,945-74.9% | $5,943-83.3% | $4,645-78.7% |