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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 | $32,483 | $104,251-68.8% | $91,004-64.3% | $147,586-78.0% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 16.12% | 27.06%-10.9pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,095 | $4,195-50.1% | $3,548-40.9% | $5,439-61.5% |
| Admin fee / account holder | $2,238 | $8,948-75.0% | $5,417-58.7% | $10,886-79.4% |