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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 | $60,181 | $85,515-29.6% | $112,040-46.3% | $67,986-11.5% |
| Participation rate | 54.1% | 68.2%-14.2pp | 76.5%-22.4pp | 57.2%-3.2pp |
| Annual return | 14.13% | 29.68%-15.5pp | 24.52%-10.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,792 | $4,014-30.4% | $5,098-45.2% | $3,358-16.9% |
| Admin fee / account holder | $1,636 | $3,774-56.6% | $12,098-86.5% | $3,203-48.9% |