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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 | $49,960 | $163,687-69.5% | $108,745-54.1% | $273,972-81.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.7%-27.7pp | 83.0%-33.0pp |
| Annual return | 12.51% | 31.16%-18.7pp | 46.22%-33.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,630 | $7,155-7.3% | $5,121+29.5% | $5,287+25.4% |
| Admin fee / account holder | $1,898 | $12,890-85.3% | $6,144-69.1% | $10,133-81.3% |