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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 | $61,694 | $57,065+8.1% | $75,670-18.5% | $70,131-12.0% |
| Participation rate | 35.0% | 68.1%-33.1pp | 72.3%-37.3pp | 69.5%-34.5pp |
| Annual return | 16.02% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,073 | $2,580-58.4% | $3,142-65.9% | $3,332-67.8% |
| Admin fee / account holder | $20,179 | $3,825+427.6% | $5,800+247.9% | $4,645+334.4% |