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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 | $25,671 | $60,442-57.5% | $96,754-73.5% | $87,485-70.7% |
| Participation rate | 58.7% | 58.7%0pp | 70.3%-11.6pp | 68.9%-10.3pp |
| Annual return | 18.19% | 21.97%-3.8pp | 82.04%-63.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,140 | $3,280+26.2% | $4,758-13.0% | $4,274-3.1% |
| Admin fee / account holder | $4,964 | $5,069-2.1% | $8,905-44.3% | $7,775-36.2% |