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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 | $61,484 | $72,269-14.9% | $101,271-39.3% | $79,852-23.0% |
| Participation rate | 32.5% | 68.5%-36.0pp | 75.8%-43.3pp | 69.6%-37.1pp |
| Annual return | 11.36% | 22.29%-10.9pp | 46.48%-35.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,763 | $3,282-46.3% | $4,371-59.7% | $3,740-52.9% |
| Admin fee / account holder | $382 | $4,401-91.3% | $5,948-93.6% | $5,306-92.8% |