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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 | $52,879 | $106,864-50.5% | $147,318-64.1% | $82,637-36.0% |
| Participation rate | 38.8% | 75.5%-36.7pp | 82.1%-43.3pp | 68.1%-29.3pp |
| Annual return | 16.45% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,298 | $6,496-49.2% | $7,906-58.3% | $4,126-20.1% |
| Admin fee / account holder | $2,458 | $8,415-70.8% | $13,708-82.1% | $7,339-66.5% |