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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 | $55,677 | $77,920-28.5% | $149,723-62.8% | $75,177-25.9% |
| Participation rate | 20.4% | 65.6%-45.2pp | 78.8%-58.4pp | 67.2%-46.8pp |
| Annual return | 13.67% | 31.72%-18.1pp | 134.50%-120.8pp | 160.75%-147.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,082 | $3,411-68.3% | $5,682-81.0% | $4,126-73.8% |
| Admin fee / account holder | $7,112 | $5,951+19.5% | $13,215-46.2% | $5,651+25.8% |