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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 | $38,719 | $73,107-47.0% | $114,563-66.2% | $87,485-55.7% |
| Participation rate | 64.0% | 65.8%-1.8pp | 72.9%-8.9pp | 68.9%-4.9pp |
| Annual return | 17.30% | 19.47%-2.2pp | 241.09%-223.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,415 | $3,144+40.4% | $4,142+6.6% | $4,274+3.3% |
| Admin fee / account holder | $444 | $5,770-92.3% | $7,623-94.2% | $7,775-94.3% |