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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 | $56,663 | $50,898+11.3% | $171,082-66.9% | $55,167+2.7% |
| Participation rate | 50.0% | 63.3%-13.3pp | 76.7%-26.7pp | 69.0%-19.0pp |
| Annual return | 8.36% | 15.34%-7.0pp | 32.56%-24.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,469 | $2,994+49.2% | $4,797-6.9% | $3,054+46.3% |
| Admin fee / account holder | $1,974 | $500+295.2% | $8,520-76.8% | $504+291.8% |