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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 | $62,390 | $43,075+44.8% | $74,577-16.3% | $62,881-0.8% |
| Participation rate | 33.3% | 58.1%-24.7pp | 68.1%-34.8pp | 69.3%-36.0pp |
| Annual return | 6.54% | 17.50%-11.0pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,233 | $2,389+35.3% | $3,458-6.5% | $3,203+0.9% |
| Admin fee / account holder | $4,087 | $2,840+43.9% | $4,138-1.2% | $4,296-4.9% |