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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 | $39,173 | $53,128-26.3% | $86,582-54.8% | $70,126-44.1% |
| Participation rate | 38.5% | 65.3%-26.8pp | 73.5%-35.1pp | 69.5%-31.1pp |
| Annual return | 20.49% | 27.66%-7.2pp | 965.08%-944.6pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,573 | $2,695-4.5% | $3,609-28.7% | $3,332-22.8% |
| Admin fee / account holder | $2,849 | $3,584-20.5% | $4,904-41.9% | $4,645-38.7% |