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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 | $68,857 | $114,712-40.0% | $173,730-60.4% | $87,485-21.3% |
| Participation rate | 48.6% | 73.0%-24.3pp | 79.6%-30.9pp | 68.9%-20.3pp |
| Annual return | 13.07% | 20.18%-7.1pp | 19.96%-6.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,477 | $4,642-46.6% | $6,326-60.8% | $4,274-42.0% |
| Admin fee / account holder | $2,342 | $10,210-77.1% | $17,523-86.6% | $7,775-69.9% |