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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 | $57,688 | $58,726-1.8% | $92,239-37.5% | $62,293-7.4% |
| Participation rate | 53.6% | 68.3%-14.8pp | 76.5%-22.9pp | 69.5%-15.9pp |
| Annual return | 15.93% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,618 | $2,766-5.3% | $3,897-32.8% | $3,169-17.4% |
| Admin fee / account holder | $535 | $556-3.8% | $5,194-89.7% | $479+11.7% |