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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 | $50,606 | $93,589-45.9% | $135,942-62.8% | $75,181-32.7% |
| Participation rate | 23.1% | 75.2%-52.1pp | 81.9%-58.8pp | 67.2%-44.1pp |
| Annual return | 18.09% | 30.90%-12.8pp | 68.28%-50.2pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,644 | $6,405-43.1% | $7,759-53.0% | $4,126-11.7% |
| Admin fee / account holder | $696 | $6,977-90.0% | $10,764-93.5% | $5,650-87.7% |