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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 | $69,001 | $98,766-30.1% | $149,730-53.9% | $79,852-13.6% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.2pp |
| Annual return | 22.77% | 27.43%-4.7pp | 276.70%-253.9pp | 31.72%-8.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,669 | $5,681-35.4% | $6,843-46.4% | $3,740-1.9% |
| Admin fee / account holder | $1,155 | $6,052-80.9% | $9,310-87.6% | $5,306-78.2% |