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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 | $48,595 | $138,366-64.9% | $184,185-73.6% | $80,911-39.9% |
| Participation rate | 47.7% | 83.9%-36.1pp | 86.8%-39.1pp | 67.6%-19.9pp |
| Annual return | 17.52% | 20.02%-2.5pp | 28.81%-11.3pp | 35.63%-18.1pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,779 | $7,074+10.0% | $9,132-14.8% | $4,297+81.0% |
| Admin fee / account holder | $2,857 | $10,484-72.7% | $13,909-79.5% | $6,935-58.8% |