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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 | $35,735 | $51,638-30.8% | $68,368-47.7% | $82,448-56.7% |
| Participation rate | 8.6% | 63.6%-55.0pp | 73.8%-65.2pp | 68.1%-59.5pp |
| Annual return | 14.10% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,059 | $2,914-63.7% | $4,123-74.3% | $4,139-74.4% |
| Admin fee / account holder | $766 | $4,643-83.5% | $5,150-85.1% | $7,234-89.4% |