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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 | $35,991 | $51,184-29.7% | $66,439-45.8% | $86,983-58.6% |
| Participation rate | 53.6% | 68.5%-14.9pp | 74.5%-20.9pp | 69.5%-16.0pp |
| Annual return | 17.44% | 17.07%+0.4pp | 757.66%-740.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,044 | $2,927+4.0% | $3,876-21.5% | $4,194-27.4% |
| Admin fee / account holder | $2,746 | $4,154-33.9% | $6,173-55.5% | $7,856-65.0% |