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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 | $35,836 | $77,358-53.7% | $102,184-64.9% | $87,485-59.0% |
| Participation rate | 34.9% | 78.7%-43.8pp | 82.6%-47.7pp | 68.9%-34.0pp |
| Annual return | 16.19% | 41.11%-24.9pp | 31.58%-15.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,294 | $6,753-36.4% | $8,309-48.3% | $4,274+0.5% |
| Admin fee / account holder | $2,239 | $6,809-67.1% | $11,609-80.7% | $7,775-71.2% |