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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 | $68,855 | $98,760-30.3% | $149,715-54.0% | $79,858-13.8% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 20.13% | 27.43%-7.3pp | 276.66%-256.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,916 | $5,681-31.1% | $6,842-42.8% | $3,740+4.7% |
| Admin fee / account holder | $2,068 | $6,053-65.8% | $9,310-77.8% | $5,306-61.0% |