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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 | $36,386 | $76,407-52.4% | $150,298-75.8% | $82,448-55.9% |
| Participation rate | 52.2% | 66.4%-14.2pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 17.04% | 39.99%-23.0pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,353 | $3,214+66.5% | $5,453-1.8% | $4,139+29.3% |
| Admin fee / account holder | $4,750 | $6,352-25.2% | $14,116-66.3% | $7,234-34.3% |