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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 | $35,037 | $72,404-51.6% | $110,243-68.2% | $64,173-45.4% |
| Participation rate | 18.2% | 73.3%-55.2pp | 79.8%-61.6pp | 69.6%-51.4pp |
| Annual return | 14.99% | -6.29%+21.3pp | 314.76%-299.8pp | 7.63%+7.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,650 | $3,469-52.5% | $4,672-64.7% | $3,470-52.5% |
| Admin fee / account holder | $17,998 | $5,664+217.7% | $8,548+110.6% | $4,887+268.3% |