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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 | $50,569 | $117,846-57.1% | $102,434-50.6% | $145,884-65.3% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 14.77% | 31.90%-17.1pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,389 | $5,733+28.9% | $5,055+46.2% | $6,690+10.4% |
| Admin fee / account holder | $11,986 | $13,356-10.3% | $9,462+26.7% | $13,392-10.5% |