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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 | $53,819 | $109,782-51.0% | $260,467-79.3% | $94,015-42.8% |
| Participation rate | 44.0% | 67.2%-23.2pp | 80.5%-36.5pp | 70.8%-26.8pp |
| Annual return | 18.56% | 18.60%0pp | 100.60%-82.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,460 | $4,044-39.2% | $6,319-61.1% | $4,249-42.1% |
| Admin fee / account holder | $382 | $11,958-96.8% | $15,461-97.5% | $8,951-95.7% |