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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 | $73,958 | $108,825-32.0% | $156,181-52.6% | $82,448-10.3% |
| Participation rate | 47.9% | 72.4%-24.5pp | 78.8%-30.9pp | 68.1%-20.2pp |
| Annual return | 13.94% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,740 | $4,577-40.2% | $6,132-55.3% | $4,139-33.8% |
| Admin fee / account holder | $3,269 | $9,341-65.0% | $14,586-77.6% | $7,234-54.8% |