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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 | $48,792 | $102,609-52.4% | $98,090-50.3% | $138,895-64.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 13.32% | 36.44%-23.1pp | 37.05%-23.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,791 | $8,167-65.8% | $7,845-64.4% | $6,396-56.4% |
| Admin fee / account holder | $10,934 | $11,434-4.4% | $11,815-7.5% | $12,562-13.0% |