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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 | $33,321 | $93,589-64.4% | $135,942-75.5% | $75,181-55.7% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.2pp | 67.2%-10.5pp |
| Annual return | 19.21% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,007 | $6,405-37.4% | $7,759-48.4% | $4,126-2.9% |
| Admin fee / account holder | $1,809 | $6,977-74.1% | $10,764-83.2% | $5,650-68.0% |