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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 | $55,144 | $123,155-55.2% | $108,753-49.3% | $155,188-64.5% |
| Participation rate | 21.4% | 75.6%-54.2pp | 71.1%-49.7pp | 80.8%-59.4pp |
| Annual return | 15.97% | 44.73%-28.8pp | 37.47%-21.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,868 | $4,623-38.0% | $4,115-30.3% | $6,531-56.1% |
| Admin fee / account holder | $10,155 | $12,126-16.3% | $10,320-1.6% | $14,480-29.9% |