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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 | $89,127 | $116,462-23.5% | $617,696-85.6% | $116,462-23.5% |
| Participation rate | 31.0% | 74.7%-43.7pp | 78.0%-47.0pp | 74.7%-43.7pp |
| Annual return | 17.07% | 15.65%+1.4pp | -18.09%+35.2pp | 15.65%+1.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $4,847-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $3,079 | $3,836-19.7% | $5,332-42.3% | $3,836-19.7% |
| Admin fee / account holder | $864 | $12,754-93.2% | $10,961-92.1% | $12,754-93.2% |