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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 | $49,126 | $117,904-58.3% | $102,457-52.1% | $145,978-66.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.28% | 31.80%-13.5pp | 29.41%-11.1pp | 550.52%-532.2pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,865 | $5,733+19.7% | $5,054+35.8% | $6,690+2.6% |
| Admin fee / account holder | $16,869 | $13,329+26.6% | $9,451+78.5% | $13,400+25.9% |