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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 | $47,541 | $70,418-32.5% | $96,570-50.8% | $85,847-44.6% |
| Participation rate | 58.0% | 61.8%-3.8pp | 69.8%-11.8pp | 69.3%-11.3pp |
| Annual return | 12.19% | 18.59%-6.4pp | 37.79%-25.6pp | 318.61%-306.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,647 | $2,894-43.1% | $3,849-57.2% | $3,952-58.3% |
| Admin fee / account holder | $4,377 | $4,995-12.4% | $6,182-29.2% | $6,261-30.1% |