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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 | $36,562 | $94,436-61.3% | $115,599-68.4% | $82,637-55.8% |
| Participation rate | 54.2% | 70.4%-16.2pp | 74.3%-20.0pp | 68.1%-13.8pp |
| Annual return | 13.76% | 18.37%-4.6pp | 111.10%-97.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,533 | $3,955-36.0% | $4,889-48.2% | $4,126-38.6% |
| Admin fee / account holder | $920 | $10,328-91.1% | $12,841-92.8% | $7,339-87.5% |