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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 | $46,670 | $64,920-28.1% | $103,693-55.0% | $86,983-46.3% |
| Participation rate | 19.6% | 63.6%-43.9pp | 72.6%-53.0pp | 69.5%-49.9pp |
| Annual return | 13.51% | 30.29%-16.8pp | 47.61%-34.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,761 | $3,241-14.8% | $4,579-39.7% | $4,194-34.2% |
| Admin fee / account holder | $7,900 | $6,191+27.6% | $7,858+0.5% | $7,856+0.6% |