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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 | $51,954 | $152,460-65.9% | $118,746-56.2% | $147,586-64.8% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.3%-38.3pp | 82.8%-42.8pp |
| Annual return | 14.55% | 17.41%-2.9pp | 24.54%-10.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,172 | $6,212-65.0% | $5,332-59.3% | $5,439-60.1% |
| Admin fee / account holder | $462 | $16,953-97.3% | $10,720-95.7% | $10,886-95.8% |