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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 | $34,402 | $77,901-55.8% | $149,717-77.0% | $75,181-54.2% |
| Participation rate | 34.4% | 65.6%-31.2pp | 78.8%-44.3pp | 67.2%-32.8pp |
| Annual return | 17.96% | 31.73%-13.8pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $871 | $3,411-74.5% | $5,682-84.7% | $4,126-78.9% |
| Admin fee / account holder | $354 | $5,949-94.1% | $13,213-97.3% | $5,650-93.7% |