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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 | $32,693 | $106,280-69.2% | $96,538-66.1% | $139,487-76.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 21.72% | 38.48%-16.8pp | 35.74%-14.0pp | 373.84%-352.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,134 | $5,457-42.6% | $4,880-35.8% | $6,713-53.3% |
| Admin fee / account holder | $3,022 | $7,888-61.7% | $6,737-55.1% | $11,407-73.5% |