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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 | $45,080 | $69,977-35.6% | $108,582-58.5% | $62,881-28.3% |
| Participation rate | 45.2% | 72.9%-27.7pp | 79.6%-34.4pp | 69.3%-24.1pp |
| Annual return | 15.40% | 10.73%+4.7pp | -51.70%+67.1pp | 20.14%-4.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,549 | $3,165-19.4% | $4,311-40.9% | $3,203-20.4% |
| Admin fee / account holder | $2,476 | $5,076-51.2% | $7,645-67.6% | $4,296-42.4% |