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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 | $48,906 | $80,992-39.6% | $96,534-49.3% | $75,173-34.9% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 23.25% | 27.05%-3.8pp | 25.88%-2.6pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,359 | $3,929+87.3% | $4,851+51.7% | $4,126+78.3% |
| Admin fee / account holder | $8,897 | $6,717+32.4% | $8,253+7.8% | $5,651+57.4% |