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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 | $56,295 | $157,304-64.2% | $141,197-60.1% | $152,909-63.2% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.5%-34.8pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,949 | $7,111-30.4% | $6,710-26.2% | $5,851-15.4% |
| Admin fee / account holder | $6,299 | $12,126-48.1% | $10,265-38.6% | $11,601-45.7% |