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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 | $106,974-52.6% | $90,796-44.2% | $138,895-63.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 24.68% | 20.10%+4.6pp | 19.29%+5.4pp | 145.39%-120.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,106 | $4,455+14.6% | $3,822+33.6% | $6,396-20.2% |
| Admin fee / account holder | $11,228 | $8,626+30.2% | $7,024+59.9% | $12,562-10.6% |