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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 | $50,011 | $94,436-47.0% | $115,599-56.7% | $82,637-39.5% |
| Participation rate | 45.7% | 70.4%-24.7pp | 74.3%-28.6pp | 68.1%-22.3pp |
| Annual return | 12.21% | 18.37%-6.2pp | 111.10%-98.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,064 | $3,955-22.5% | $4,889-37.3% | $4,126-25.7% |
| Admin fee / account holder | $2,075 | $10,328-79.9% | $12,841-83.8% | $7,339-71.7% |