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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 | $52,778 | $162,967-67.6% | $135,792-61.1% | $138,895-62.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 19.32% | 30.08%-10.8pp | 25.96%-6.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,221 | $5,640+63.5% | $4,759+93.8% | $6,396+44.2% |
| Admin fee / account holder | $3,839 | $15,306-74.9% | $12,266-68.7% | $12,562-69.4% |