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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 | $137,292 | $177,595-22.7% | $148,496-7.5% | $198,609-30.9% |
| Participation rate | 57.1% | 79.3%-22.1pp | 76.0%-18.9pp | 82.4%-25.2pp |
| Annual return | 4.76% | 9.97%-5.2pp | 12.33%-7.6pp | 202.70%-197.9pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,547 | $5,539-54.0% | $4,808-47.0% | $6,977-63.5% |
| Admin fee / account holder | $9,419 | $27,010-65.1% | $19,547-51.8% | $19,030-50.5% |