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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 | $72,336 | $98,766-26.8% | $149,730-51.7% | $79,852-9.4% |
| Participation rate | 26.9% | 75.8%-48.9pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 17.27% | 27.43%-10.2pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,078 | $5,681-45.8% | $6,843-55.0% | $3,740-17.7% |
| Admin fee / account holder | $1,492 | $6,052-75.4% | $9,310-84.0% | $5,306-71.9% |