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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 | $56,184 | $95,453-41.1% | $112,040-49.9% | $82,448-31.9% |
| Participation rate | 53.7% | 72.8%-19.1pp | 76.5%-22.8pp | 68.1%-14.4pp |
| Annual return | 14.09% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,879 | $4,224-31.8% | $5,098-43.5% | $4,139-30.5% |
| Admin fee / account holder | $964 | $9,013-89.3% | $12,098-92.0% | $7,234-86.7% |