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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 | $67,607 | $78,423-13.8% | $95,964-29.5% | $79,856-15.3% |
| Participation rate | 50.7% | 73.5%-22.8pp | 77.1%-26.4pp | 69.6%-19.0pp |
| Annual return | 12.08% | 19.37%-7.3pp | 91.64%-79.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,625 | $3,440-23.7% | $4,167-37.0% | $3,741-29.8% |
| Admin fee / account holder | $1,183 | $5,622-79.0% | $6,797-82.6% | $5,306-77.7% |