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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 | $49,527 | $58,241-15.0% | $81,780-39.4% | $80,911-38.8% |
| Participation rate | 58.6% | 63.4%-4.8pp | 72.4%-13.7pp | 67.6%-9.0pp |
| Annual return | 19.00% | 41.73%-22.7pp | 776.27%-757.3pp | 35.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,806 | $3,283+15.9% | $4,321-11.9% | $4,297-11.4% |
| Admin fee / account holder | $510 | $4,973-89.7% | $7,384-93.1% | $6,935-92.6% |