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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 | $90,491 | $83,898+7.9% | $133,346-32.1% | $94,015-3.7% |
| Participation rate | 37.0% | 63.4%-26.3pp | 72.8%-35.8pp | 70.8%-33.8pp |
| Annual return | 14.17% | 16.00%-1.8pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,854 | $3,245-12.0% | $4,332-34.1% | $4,249-32.8% |
| Admin fee / account holder | $920 | $7,809-88.2% | $14,264-93.6% | $8,951-89.7% |