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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 | $48,287 | $73,107-33.9% | $114,563-57.9% | $87,485-44.8% |
| Participation rate | 13.3% | 65.8%-52.4pp | 72.9%-59.6pp | 68.9%-55.6pp |
| Annual return | 17.18% | 19.47%-2.3pp | 241.09%-223.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,511 | $3,144-51.9% | $4,142-63.5% | $4,274-64.6% |
| Admin fee / account holder | $1,782 | $5,770-69.1% | $7,623-76.6% | $7,775-77.1% |