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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 | $37,177 | $101,618-63.4% | $93,063-60.1% | $137,256-72.9% |
| Participation rate | 58.8% | 74.9%-16.1pp | 72.1%-13.3pp | 80.0%-21.1pp |
| Annual return | 14.84% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,326 | $4,279-45.6% | $3,958-41.2% | $6,407-63.7% |
| Admin fee / account holder | $364 | $6,198-94.1% | $6,033-94.0% | $12,270-97.0% |