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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 | $43,449 | $755,339-94.2% | $379,746-88.6% | $158,966-72.7% |
| Participation rate | 55.6% | 81.8%-26.2pp | 78.4%-22.9pp | 82.0%-26.4pp |
| Annual return | 31.00% | 53.41%-22.4pp | 34.90%-3.9pp | 302.95%-272.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,456 | $7,938+6.5% | $6,024+40.4% | $5,983+41.3% |
| Admin fee / account holder | $7,775 | $14,482-46.3% | $7,927-1.9% | $11,250-30.9% |