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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 | $92,781 | $76,371+21.5% | $93,621-0.9% | $72,975+27.1% |
| Participation rate | 57.7% | 71.8%-14.1pp | 75.8%-18.1pp | 69.5%-11.8pp |
| Annual return | 20.21% | 25.82%-5.6pp | 32.76%-12.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,091 | $3,538-12.6% | $4,070-24.0% | $3,608-14.3% |
| Admin fee / account holder | $788 | $6,839-88.5% | $7,890-90.0% | $5,124-84.6% |