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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 | $45,232 | $92,219-51.0% | $76,767-41.1% | $135,380-66.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | 1.65% | 5.46%-3.8pp | 2.43%-0.8pp | 519.81%-518.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,643 | $4,508-41.4% | $3,852-31.4% | $5,609-52.9% |
| Admin fee / account holder | $14,767 | $10,749+37.4% | $6,675+121.2% | $10,828+36.4% |