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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 | $61,121 | $77,358-21.0% | $102,184-40.2% | $87,485-30.1% |
| Participation rate | 68.9% | 78.7%-9.8pp | 82.6%-13.7pp | 68.9%0pp |
| Annual return | 19.56% | 41.11%-21.6pp | 31.58%-12.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,308 | $6,753+23.0% | $8,3090% | $4,274+94.4% |
| Admin fee / account holder | $4,792 | $6,809-29.6% | $11,609-58.7% | $7,775-38.4% |