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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 | $25,498 | $88,996-71.3% | $78,004-67.3% | $138,895-81.6% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.4%-13.2pp | 79.9%-23.7pp |
| Annual return | 18.99% | 28.03%-9.0pp | 31.07%-12.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,925 | $4,724+4.3% | $4,092+20.4% | $6,396-23.0% |
| Admin fee / account holder | $2,353 | $8,807-73.3% | $7,578-69.0% | $12,562-81.3% |