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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 | $126,661-60.3% | $113,397-55.7% | $138,895-63.8% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.5%-47.9pp | 79.9%-51.3pp |
| Annual return | 39.09% | 25.05%+14.0pp | 23.20%+15.9pp | 145.39%-106.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,916 | $5,693-31.2% | $5,076-22.9% | $6,396-38.8% |
| Admin fee / account holder | $2,790 | $14,549-80.8% | $11,957-76.7% | $12,562-77.8% |