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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 | $18,330 | $54,757-66.5% | $90,304-79.7% | $72,975-74.9% |
| Participation rate | 63.3% | 65.2%-1.8pp | 73.3%-9.9pp | 69.5%-6.2pp |
| Annual return | 27.27% | 30.63%-3.4pp | 78.13%-50.9pp | 81.01%-53.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,583 | $2,887+58.7% | $3,885+18.0% | $3,608+27.0% |
| Admin fee / account holder | $1,195 | $3,973-69.9% | $5,354-77.7% | $5,124-76.7% |