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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 | $70,564 | $124,336-43.2% | $111,303-36.6% | $167,518-57.9% |
| Participation rate | 47.6% | 79.6%-32.0pp | 77.3%-29.7pp | 82.1%-34.5pp |
| Annual return | 14.66% | 37.45%-22.8pp | 54.66%-40.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,119 | $5,181-59.1% | $4,487-52.8% | $6,342-66.6% |
| Admin fee / account holder | $8,657 | $10,623-18.5% | $7,966+8.7% | $12,312-29.7% |