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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 | $101,950-64.1% | $125,529-70.9% | $86,983-58.0% |
| Participation rate | 54.2% | 70.2%-15.9pp | 74.7%-20.5pp | 69.5%-15.3pp |
| Annual return | 13.76% | 18.29%-4.5pp | 202.56%-188.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,533 | $3,862-34.4% | $4,813-47.4% | $4,194-39.6% |
| Admin fee / account holder | $920 | $12,791-92.8% | $16,298-94.4% | $7,856-88.3% |