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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 | $52,879 | $99,875-47.1% | $146,866-64.0% | $86,983-39.2% |
| Participation rate | 38.8% | 75.8%-37.0pp | 82.5%-43.7pp | 69.5%-30.8pp |
| Annual return | 16.45% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,298 | $6,322-47.8% | $7,759-57.5% | $4,194-21.4% |
| Admin fee / account holder | $2,458 | $7,838-68.6% | $13,620-82.0% | $7,856-68.7% |