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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 | $40,544 | $81,358-50.2% | $155,556-73.9% | $80,959-49.9% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 14.10% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,140 | $3,455-67.0% | $5,631-79.8% | $4,300-73.5% |
| Admin fee / account holder | $3,757 | $7,994-53.0% | $15,885-76.3% | $6,925-45.7% |