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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 | $79,041 | $73,787+7.1% | $98,716-19.9% | $82,448-4.1% |
| Participation rate | 28.3% | 61.4%-33.1pp | 69.3%-41.0pp | 68.1%-39.7pp |
| Annual return | 13.67% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,603 | $3,081-48.0% | $4,048-60.4% | $4,139-61.3% |
| Admin fee / account holder | $498 | $6,500-92.3% | $8,703-94.3% | $7,234-93.1% |