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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 | $35,957 | $75,058-52.1% | $152,301-76.4% | $64,340-44.1% |
| Participation rate | 54.3% | 60.9%-6.6pp | 82.4%-28.2pp | 55.2%-1.0pp |
| Annual return | 17.66% | 29.93%-12.3pp | 80.50%-62.8pp | 24.14%-6.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,802 | $5,041-44.4% | $8,004-65.0% | $2,980-6.0% |
| Admin fee / account holder | $877 | $4,050-78.3% | $14,398-93.9% | $3,703-76.3% |