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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 | $56,207 | $80,983-30.6% | $96,544-41.8% | $75,177-25.2% |
| Participation rate | 37.0% | 71.8%-34.8pp | 76.0%-38.9pp | 67.2%-30.2pp |
| Annual return | 15.37% | 27.05%-11.7pp | 25.88%-10.5pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,155 | $3,929-45.1% | $4,851-55.6% | $4,126-47.8% |
| Admin fee / account holder | $4,546 | $6,717-32.3% | $8,254-44.9% | $5,651-19.6% |