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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 | $110,096 | $215,361-48.9% | $171,082-35.6% | $273,972-59.8% |
| Participation rate | 45.8% | 82.0%-36.2pp | 76.7%-30.9pp | 83.0%-37.2pp |
| Annual return | 4.83% | 25.14%-20.3pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,058 | $5,543-62.9% | $4,797-57.1% | $5,287-61.1% |
| Admin fee / account holder | $5,590 | $10,846-48.5% | $8,520-34.4% | $10,133-44.8% |