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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 | $36,448 | $98,766-63.1% | $149,730-75.7% | $79,852-54.4% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.6pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.70%-260.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,833 | $5,681+2.7% | $6,843-14.8% | $3,740+56.0% |
| Admin fee / account holder | $12,226 | $6,052+102.0% | $9,310+31.3% | $5,306+130.4% |