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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 | $51,637 | $95,453-45.9% | $112,040-53.9% | $82,448-37.4% |
| Participation rate | 43.4% | 72.8%-29.3pp | 76.5%-33.1pp | 68.1%-24.6pp |
| Annual return | 13.86% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,269 | $4,224-46.3% | $5,098-55.5% | $4,139-45.2% |
| Admin fee / account holder | $1,019 | $9,013-88.7% | $12,098-91.6% | $7,234-85.9% |