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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 | $87,166-50.3% | $76,735-43.5% | $137,256-68.4% |
| Participation rate | 38.9% | 74.4%-35.5pp | 69.5%-30.6pp | 80.0%-41.1pp |
| Annual return | 14.85% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,305 | $4,726-30.1% | $4,088-19.2% | $6,407-48.4% |
| Admin fee / account holder | $1,590 | $8,403-81.1% | $7,189-77.9% | $12,270-87.0% |