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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 | $37,622 | $81,276-53.7% | $155,574-75.8% | $80,925-53.5% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 21.60% | 33.36%-11.8pp | 64.87%-43.3pp | 35.65%-14.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,137 | $3,453-38.1% | $5,629-62.0% | $4,299-50.3% |
| Admin fee / account holder | $6,408 | $7,993-19.8% | $15,914-59.7% | $6,940-7.7% |