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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 | $48,602 | $80,983-40.0% | $96,544-49.7% | $75,177-35.3% |
| Participation rate | 39.0% | 71.8%-32.8pp | 76.0%-37.0pp | 67.2%-28.2pp |
| Annual return | 21.93% | 27.05%-5.1pp | 25.88%-3.9pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,318 | $3,929-41.0% | $4,851-52.2% | $4,126-43.8% |
| Admin fee / account holder | $2,339 | $6,717-65.2% | $8,254-71.7% | $5,651-58.6% |