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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 | $48,224 | $112,729-57.2% | $98,716-51.1% | $137,256-64.9% |
| Participation rate | 41.2% | 74.2%-33.1pp | 69.3%-28.1pp | 80.0%-38.8pp |
| Annual return | 10.12% | 38.48%-28.4pp | 31.81%-21.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,858 | $4,640+4.7% | $4,048+20.0% | $6,407-24.2% |
| Admin fee / account holder | $1,619 | $10,129-84.0% | $8,703-81.4% | $12,270-86.8% |