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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 | $58,454 | $90,486-35.4% | $78,676-25.7% | $273,972-78.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 4.19% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $615 | $3,901-84.2% | $3,517-82.5% | $5,287-88.4% |
| Admin fee / account holder | $731 | $5,263-86.1% | $4,510-83.8% | $10,133-92.8% |