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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 | $34,947 | $77,908-55.1% | $149,696-76.7% | $75,173-53.5% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 21.98% | 31.73%-9.7pp | 134.46%-112.5pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,251 | $3,411-4.7% | $5,682-42.8% | $4,126-21.2% |
| Admin fee / account holder | $2,259 | $5,950-62.0% | $13,212-82.9% | $5,651-60.0% |