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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 | $29,661 | $63,861-53.6% | $104,625-71.6% | $79,852-62.9% |
| Participation rate | 41.3% | 64.9%-23.6pp | 74.1%-32.7pp | 69.6%-28.3pp |
| Annual return | 20.85% | 21.30%-0.5pp | 340.60%-319.7pp | 31.72%-10.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,840 | $2,693+5.4% | $3,738-24.0% | $3,740-24.1% |
| Admin fee / account holder | $302 | $4,185-92.8% | $6,465-95.3% | $5,306-94.3% |