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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 | $58,154 | $64,920-10.4% | $103,693-43.9% | $86,983-33.1% |
| Participation rate | 51.9% | 63.6%-11.7pp | 72.6%-20.8pp | 69.5%-17.7pp |
| Annual return | 20.42% | 30.29%-9.9pp | 47.61%-27.2pp | 25.83%-5.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,170 | $3,241+152.1% | $4,579+78.4% | $4,194+94.8% |
| Admin fee / account holder | $7,645 | $6,191+23.5% | $7,858-2.7% | $7,856-2.7% |