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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 | $41,559 | $77,638-46.5% | $156,551-73.5% | $62,881-33.9% |
| Participation rate | 57.7% | 71.2%-13.5pp | 84.0%-26.3pp | 69.3%-11.6pp |
| Annual return | 8.79% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,572 | $3,046-15.5% | $4,871-47.2% | $3,203-19.7% |
| Admin fee / account holder | $481 | $5,561-91.4% | $13,028-96.3% | $4,296-88.8% |