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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 | $43,118 | $76,371-43.5% | $93,621-53.9% | $72,976-40.9% |
| Participation rate | 54.8% | 71.8%-17.0pp | 75.8%-21.1pp | 69.5%-14.7pp |
| Annual return | 18.84% | 25.82%-7.0pp | 32.76%-13.9pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,803 | $3,538-49.1% | $4,070-55.7% | $3,608-50.0% |
| Admin fee / account holder | $990 | $6,839-85.5% | $7,890-87.4% | $5,124-80.7% |