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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 | $47,813 | $76,642-37.6% | $146,866-67.4% | $65,306-26.8% |
| Participation rate | 20.5% | 61.2%-40.7pp | 82.5%-62.0pp | 57.7%-37.2pp |
| Annual return | 17.18% | 33.40%-16.2pp | 102.85%-85.7pp | 21.94%-4.8pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,602 | $4,864-67.1% | $7,759-79.4% | $2,959-45.9% |
| Admin fee / account holder | $3,569 | $3,960-9.9% | $13,620-73.8% | $3,480+2.6% |