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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 | $37,157 | $95,404-61.1% | $113,397-67.2% | $82,637-55.0% |
| Participation rate | 52.5% | 72.8%-20.3pp | 76.5%-24.0pp | 68.1%-15.6pp |
| Annual return | 14.93% | 19.08%-4.1pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,115 | $4,220+68.6% | $5,076+40.2% | $4,126+72.4% |
| Admin fee / account holder | $7,964 | $9,168-13.1% | $11,957-33.4% | $7,339+8.5% |