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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 | $75,226 | $43,075+74.6% | $74,577+0.9% | $62,881+19.6% |
| Participation rate | 36.8% | 58.1%-21.2pp | 68.1%-31.3pp | 69.3%-32.5pp |
| Annual return | 9.46% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,002 | $2,389-16.2% | $3,458-42.1% | $3,203-37.5% |
| Admin fee / account holder | $485 | $2,840-82.9% | $4,138-88.3% | $4,296-88.7% |