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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 | $44,683 | $105,248-57.5% | $147,318-69.7% | $71,012-37.1% |
| Participation rate | 17.8% | 66.1%-48.3pp | 82.1%-64.2pp | 58.6%-40.7pp |
| Annual return | 14.05% | 26.02%-12.0pp | 70.43%-56.4pp | 37.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,785-100.0% | $4,593-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,837 | $6,452-56.0% | $7,906-64.1% | $3,246-12.6% |
| Admin fee / account holder | $7,221 | $862+737.3% | $13,708-47.3% | $1,167+518.7% |