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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 | $50,928 | $136,860-62.8% | $120,344-57.7% | $154,746-67.1% |
| Participation rate | 54.2% | 79.9%-25.7pp | 76.7%-22.5pp | 80.7%-26.5pp |
| Annual return | 18.57% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,038 | $5,793-64.8% | $5,135-60.3% | $6,730-69.7% |
| Admin fee / account holder | $445 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |