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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 | $61,702 | $78,425-21.3% | $95,956-35.7% | $79,858-22.7% |
| Participation rate | 51.2% | 73.5%-22.3pp | 77.1%-25.9pp | 69.6%-18.4pp |
| Annual return | 12.80% | 19.37%-6.6pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,838 | $3,440-46.6% | $4,167-55.9% | $3,740-50.9% |
| Admin fee / account holder | $27,203 | $5,622+383.9% | $6,797+300.2% | $5,306+412.7% |