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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 | $26,222 | $84,236-68.9% | $170,435-84.6% | $70,126-62.6% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 22.21% | 23.06%-0.9pp | 205.94%-183.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,432 | $3,086+11.2% | $4,939-30.5% | $3,332+3.0% |
| Admin fee / account holder | $1,430 | $5,698-74.9% | $13,881-89.7% | $4,645-69.2% |