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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 | $48,765 | $89,367-45.4% | $141,191-65.5% | $72,975-33.2% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 43.55% | 111.87%-68.3pp | 71.41%-27.9pp | 81.01%-37.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,655 | $5,419+4.4% | $6,710-15.7% | $3,608+56.7% |
| Admin fee / account holder | $1,250 | $5,957-79.0% | $10,264-87.8% | $5,124-75.6% |