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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 | $42,053 | $75,183-44.1% | $123,894-66.1% | $55,167-23.8% |
| Participation rate | 26.0% | 72.8%-46.8pp | 81.4%-55.4pp | 69.0%-43.0pp |
| Annual return | 15.76% | 19.01%-3.2pp | 47.52%-31.8pp | 169.23%-153.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,375 | $5,084-53.3% | $5,984-60.3% | $3,054-22.2% |
| Admin fee / account holder | $2,292 | $663+246.0% | $8,357-72.6% | $504+354.9% |