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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 | $63,768 | $98,776-35.4% | $149,745-57.4% | $79,856-20.1% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.5%-51.9pp | 69.6%-39.1pp |
| Annual return | 31.98% | 27.38%+4.6pp | 276.72%-244.7pp | 31.71%+0.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,251 | $5,681-25.2% | $6,843-37.9% | $3,741+13.6% |
| Admin fee / account holder | $6,844 | $6,053+13.1% | $9,312-26.5% | $5,306+29.0% |