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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 | $50,695 | $99,380-49.0% | $90,312-43.9% | $155,188-67.3% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 24.68% | 19.35%+5.3pp | 18.90%+5.8pp | 148.84%-124.2pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,106 | $4,212+21.2% | $3,749+36.2% | $6,531-21.8% |
| Admin fee / account holder | $11,228 | $9,766+15.0% | $8,248+36.1% | $14,480-22.5% |