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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 | $52,710 | $110,379-52.2% | $102,412-48.5% | $145,884-63.9% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 9.65% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,219 | $5,622-60.5% | $5,060-56.2% | $6,690-66.8% |
| Admin fee / account holder | $445 | $9,745-95.4% | $8,388-94.7% | $13,392-96.7% |