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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 | $62,219 | $98,240-36.7% | $82,312-24.4% | $147,586-57.8% |
| Participation rate | 46.2% | 79.7%-33.6pp | 76.9%-30.7pp | 82.8%-36.7pp |
| Annual return | 17.65% | 30.85%-13.2pp | 25.88%-8.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,238 | $4,383+19.5% | $3,706+41.3% | $5,439-3.7% |
| Admin fee / account holder | $17,315 | $8,563+102.2% | $5,608+208.8% | $10,886+59.1% |