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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 | $80,369 | $104,251-22.9% | $91,004-11.7% | $147,586-45.5% |
| Participation rate | 47.1% | 78.2%-31.2pp | 75.6%-28.5pp | 82.8%-35.8pp |
| Annual return | 14.40% | 27.06%-12.7pp | 4.60%+9.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,635 | $4,195-37.2% | $3,548-25.7% | $5,439-51.6% |
| Admin fee / account holder | $561 | $8,948-93.7% | $5,417-89.6% | $10,886-94.8% |