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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 | $42,211 | $73,988-42.9% | $96,538-56.3% | $75,177-43.9% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 15.47% | 26.73%-11.3pp | 35.74%-20.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,036 | $3,660-44.4% | $4,880-58.3% | $4,126-50.7% |
| Admin fee / account holder | $1,144 | $5,220-78.1% | $6,737-83.0% | $5,651-79.8% |