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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 | $36,754 | $113,338-67.6% | $94,993-61.3% | $147,585-75.1% |
| Participation rate | 52.9% | 78.0%-25.0pp | 73.9%-20.9pp | 82.8%-29.9pp |
| Annual return | 15.78% | 20.80%-5.0pp | 27.14%-11.4pp | 578.58%-562.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,584 | $3,777-58.0% | $3,317-52.2% | $5,439-70.9% |
| Admin fee / account holder | $4,281 | $6,063-29.4% | $4,960-13.7% | $10,886-60.7% |