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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 | $49,866 | $103,392-51.8% | $87,104-42.8% | $152,897-67.4% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 19.43% | 28.10%-8.7pp | 28.19%-8.8pp | 345.43%-326.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,169 | $4,778-54.6% | $4,048-46.4% | $5,851-62.9% |
| Admin fee / account holder | $14,816 | $12,194+21.5% | $7,491+97.8% | $11,599+27.7% |