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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 | $59,000 | $45,043+31.0% | $63,005-6.4% | $70,124-15.9% |
| Participation rate | 45.2% | 69.5%-24.4pp | 74.8%-29.6pp | 69.5%-24.4pp |
| Annual return | 18.69% | 18.76%-0.1pp | 87.59%-68.9pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,037 | $2,466+63.7% | $3,329+21.3% | $3,332+21.2% |
| Admin fee / account holder | $4,386 | $2,833+54.8% | $3,599+21.8% | $4,645-5.6% |