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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 | $79,985 | $157,829-49.3% | $136,867-41.6% | $198,609-59.7% |
| Participation rate | 36.8% | 77.2%-40.3pp | 74.5%-37.7pp | 82.4%-45.5pp |
| Annual return | 14.00% | 51.25%-37.2pp | 42.97%-29.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,005 | $5,463-63.3% | $4,924-59.3% | $6,977-71.3% |
| Admin fee / account holder | $7,229 | $11,107-34.9% | $10,340-30.1% | $19,030-62.0% |