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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 | $56,451 | $84,236-33.0% | $170,435-66.9% | $70,126-19.5% |
| Participation rate | 22.6% | 70.8%-48.3pp | 83.6%-61.0pp | 69.5%-47.0pp |
| Annual return | 22.49% | 23.06%-0.6pp | 205.94%-183.5pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,524 | $3,086-50.6% | $4,939-69.1% | $3,332-54.3% |
| Admin fee / account holder | $3,237 | $5,698-43.2% | $13,881-76.7% | $4,645-30.3% |