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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 | $36,904 | $81,262-54.6% | $155,602-76.3% | $80,911-54.4% |
| Participation rate | 52.8% | 66.2%-13.5pp | 78.2%-25.4pp | 67.6%-14.9pp |
| Annual return | 16.40% | 33.34%-16.9pp | 64.81%-48.4pp | 35.63%-19.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,460 | $3,451+0.3% | $5,629-38.5% | $4,297-19.5% |
| Admin fee / account holder | $612 | $7,992-92.3% | $15,923-96.2% | $6,935-91.2% |