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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 | $56,539 | $58,099-2.7% | $76,872-26.5% | $75,173-24.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 20.32% | 26.71%-6.4pp | 37.90%-17.6pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,858 | $2,999-38.0% | $3,832-51.5% | $4,126-55.0% |
| Admin fee / account holder | $4,187 | $4,778-12.4% | $5,476-23.5% | $5,651-25.9% |