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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 | $37,920 | $116,167-67.4% | $64,489-41.2% | $137,256-72.4% |
| Participation rate | 57.1% | 68.2%-11.0pp | 67.7%-10.6pp | 80.0%-22.8pp |
| Annual return | 18.94% | 36.55%-17.6pp | 55.03%-36.1pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,184 | $4,215-48.2% | $2,778-21.4% | $6,407-65.9% |
| Admin fee / account holder | $5,253 | $6,188-15.1% | $4,260+23.3% | $12,270-57.2% |