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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 | $27,903 | $55,902-50.1% | $76,030-63.3% | $80,959-65.5% |
| Participation rate | 31.0% | 62.1%-31.0pp | 69.1%-38.0pp | 67.7%-36.6pp |
| Annual return | 18.45% | 20.59%-2.1pp | 361.54%-343.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,049 | $3,051-32.8% | $4,257-51.9% | $4,300-52.4% |
| Admin fee / account holder | $5,180 | $5,239-1.1% | $6,421-19.3% | $6,925-25.2% |