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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 | $34,262 | $99,875-65.7% | $146,866-76.7% | $86,983-60.6% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.5%-38.0pp |
| Annual return | 16.39% | 28.10%-11.7pp | 102.85%-86.5pp | 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 | $4,915 | $6,322-22.3% | $7,759-36.7% | $4,194+17.2% |
| Admin fee / account holder | $6,632 | $7,838-15.4% | $13,620-51.3% | $7,856-15.6% |