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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 | $97,289-49.8% | $92,805-47.4% | $155,188-68.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 13.32% | 29.03%-15.7pp | 31.59%-18.3pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,791 | $8,795-68.3% | $8,448-67.0% | $6,531-57.3% |
| Admin fee / account holder | $10,934 | $12,015-9.0% | $10,911+0.2% | $14,480-24.5% |