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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 | $52,367 | $86,298-39.3% | $111,308-53.0% | $85,847-39.0% |
| Participation rate | 58.5% | 73.3%-14.9pp | 77.3%-18.9pp | 69.3%-10.9pp |
| Annual return | 12.40% | 19.99%-7.6pp | 54.67%-42.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,402 | $3,641-6.6% | $4,487-24.2% | $3,952-13.9% |
| Admin fee / account holder | $1,687 | $8,189-79.4% | $7,965-78.8% | $6,261-73.1% |