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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 | $47,658 | $54,757-13.0% | $90,300-47.2% | $72,983-34.7% |
| Participation rate | 37.5% | 65.1%-27.6pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 17.57% | 30.63%-13.1pp | 78.11%-60.5pp | 81.01%-63.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,714 | $2,887-6.0% | $3,884-30.1% | $3,608-24.8% |
| Admin fee / account holder | $992 | $3,972-75.0% | $5,353-81.5% | $5,124-80.6% |