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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 | $61,600 | $80,983-23.9% | $96,544-36.2% | $75,177-18.1% |
| Participation rate | 54.1% | 71.8%-17.7pp | 76.0%-21.9pp | 67.2%-13.2pp |
| Annual return | 19.67% | 27.05%-7.4pp | 25.88%-6.2pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,954 | $3,929-50.3% | $4,851-59.7% | $4,126-52.7% |
| Admin fee / account holder | $4,449 | $6,717-33.8% | $8,254-46.1% | $5,651-21.3% |