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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 | $67,237 | $58,493+14.9% | $84,023-20.0% | $72,976-7.9% |
| Participation rate | 23.0% | 61.2%-38.3pp | 69.0%-46.1pp | 69.5%-46.5pp |
| Annual return | 22.23% | 28.93%-6.7pp | 71.32%-49.1pp | 81.02%-58.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,109 | $2,394-53.7% | $3,239-65.8% | $3,608-69.3% |
| Admin fee / account holder | $4,562 | $4,569-0.2% | $6,102-25.2% | $5,124-11.0% |