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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 | $43,360 | $107,733-59.8% | $92,985-53.4% | $154,746-72.0% |
| Participation rate | 38.9% | 74.6%-35.7pp | 69.5%-30.6pp | 80.7%-41.8pp |
| Annual return | 14.85% | 30.39%-15.5pp | 27.99%-13.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,305 | $5,053-34.6% | $4,377-24.5% | $6,730-50.9% |
| Admin fee / account holder | $1,590 | $11,369-86.0% | $9,463-83.2% | $14,365-88.9% |