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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 | $46,464 | $48,078-3.4% | $78,676-40.9% | $62,881-26.1% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 4.92% | 31.36%-26.4pp | 62.19%-57.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,373 | $2,587-46.9% | $3,517-61.0% | $3,203-57.1% |
| Admin fee / account holder | $1,211 | $3,206-62.2% | $4,510-73.1% | $4,296-71.8% |