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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 | $50,283 | $136,860-63.3% | $120,344-58.2% | $154,746-67.5% |
| Participation rate | 28.6% | 79.9%-51.3pp | 76.7%-48.1pp | 80.7%-52.1pp |
| Annual return | 39.09% | 21.38%+17.7pp | 20.30%+18.8pp | 172.34%-133.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,916 | $5,793-32.4% | $5,135-23.7% | $6,730-41.8% |
| Admin fee / account holder | $2,790 | $15,393-81.9% | $12,742-78.1% | $14,365-80.6% |