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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 | $48,885 | $64,920-24.7% | $103,693-52.9% | $86,983-43.8% |
| Participation rate | 24.1% | 63.6%-39.5pp | 72.6%-48.5pp | 69.5%-45.4pp |
| Annual return | 13.36% | 30.29%-16.9pp | 47.61%-34.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,181 | $3,241-32.7% | $4,579-52.4% | $4,194-48.0% |
| Admin fee / account holder | $4,241 | $6,191-31.5% | $7,858-46.0% | $7,856-46.0% |