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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 | $62,843 | $87,733-28.4% | $106,555-41.0% | $85,847-26.8% |
| Participation rate | 64.5% | 71.9%-7.4pp | 76.1%-11.6pp | 69.3%-4.8pp |
| Annual return | 11.82% | 21.86%-10.0pp | 26.80%-15.0pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,560 | $3,469-55.0% | $4,399-64.5% | $3,952-60.5% |
| Admin fee / account holder | $833 | $6,767-87.7% | $7,408-88.8% | $6,261-86.7% |