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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 | $39,163 | $77,472-49.4% | $100,392-61.0% | $80,935-51.6% |
| Participation rate | 67.6% | 76.9%-9.3pp | 81.5%-13.9pp | 67.7%0pp |
| Annual return | 13.05% | 37.26%-24.2pp | 49.45%-36.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,530 | $6,818+54.4% | $8,090+30.2% | $4,299+144.9% |
| Admin fee / account holder | $15,098 | $5,885+156.5% | $7,904+91.0% | $6,924+118.0% |