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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 | $47,984 | $53,128-9.7% | $86,582-44.6% | $70,126-31.6% |
| Participation rate | 41.0% | 65.3%-24.3pp | 73.5%-32.6pp | 69.5%-28.6pp |
| Annual return | 19.75% | 27.66%-7.9pp | 965.08%-945.3pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,397 | $2,695-11.1% | $3,609-33.6% | $3,332-28.1% |
| Admin fee / account holder | $1,920 | $3,584-46.4% | $4,904-60.8% | $4,645-58.7% |