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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 | $94,551 | $157,829-40.1% | $136,867-30.9% | $198,609-52.4% |
| Participation rate | 43.8% | 77.2%-33.4pp | 74.5%-30.8pp | 82.4%-38.6pp |
| Annual return | 13.13% | 51.25%-38.1pp | 42.97%-29.8pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,803 | $5,463-48.7% | $4,924-43.1% | $6,977-59.8% |
| Admin fee / account holder | $9,150 | $11,107-17.6% | $10,340-11.5% | $19,030-51.9% |