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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 | $49,356 | $81,331-39.3% | $155,534-68.3% | $80,935-39.0% |
| Participation rate | 45.8% | 66.3%-20.5pp | 78.2%-32.5pp | 67.7%-21.9pp |
| Annual return | 17.17% | 33.37%-16.2pp | 64.92%-47.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,082 | $3,454+18.2% | $5,630-27.5% | $4,299-5.1% |
| Admin fee / account holder | $3,712 | $7,999-53.6% | $15,900-76.7% | $6,924-46.4% |