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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 | $54,008 | $99,875-45.9% | $146,866-63.2% | $86,983-37.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 14.32% | 28.10%-13.8pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,023 | $6,322-20.5% | $7,759-35.3% | $4,194+19.8% |
| Admin fee / account holder | $5,447 | $7,838-30.5% | $13,620-60.0% | $7,856-30.7% |