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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 | $62,840 | $86,298-27.2% | $111,308-43.5% | $85,847-26.8% |
| Participation rate | 40.5% | 73.3%-32.9pp | 77.3%-36.8pp | 69.3%-28.8pp |
| Annual return | 19.69% | 19.99%-0.3pp | 54.67%-35.0pp | 318.61%-298.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,617 | $3,641+26.8% | $4,487+2.9% | $3,952+16.8% |
| Admin fee / account holder | $2,095 | $8,189-74.4% | $7,965-73.7% | $6,261-66.5% |