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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 | $51,397 | $101,618-49.4% | $93,063-44.8% | $137,256-62.6% |
| Participation rate | 46.2% | 74.9%-28.8pp | 72.1%-26.0pp | 80.0%-33.8pp |
| Annual return | 16.21% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,278 | $4,279-46.8% | $3,958-42.5% | $6,407-64.4% |
| Admin fee / account holder | $5,893 | $6,198-4.9% | $6,033-2.3% | $12,270-52.0% |