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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 | $44,413 | $61,125-27.3% | $94,057-52.8% | $87,485-49.2% |
| Participation rate | 23.4% | 64.1%-40.7pp | 73.3%-49.9pp | 68.9%-45.5pp |
| Annual return | 26.41% | 35.20%-8.8pp | 480.62%-454.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,161 | $3,260-3.1% | $4,709-32.9% | $4,274-26.0% |
| Admin fee / account holder | $378 | $5,629-93.3% | $7,244-94.8% | $7,775-95.1% |