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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 | $30,836 | $117,895-73.8% | $102,460-69.9% | $145,897-78.9% |
| Participation rate | 17.4% | 78.6%-61.2pp | 76.5%-59.1pp | 80.3%-62.9pp |
| Annual return | 8.89% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,998 | $5,736-65.2% | $5,056-60.5% | $6,689-70.1% |
| Admin fee / account holder | $6,788 | $13,353-49.2% | $9,460-28.2% | $13,390-49.3% |