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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 | $45,558 | $77,901-41.5% | $149,717-69.6% | $75,181-39.4% |
| Participation rate | 17.6% | 65.6%-47.9pp | 78.8%-61.1pp | 67.2%-49.6pp |
| Annual return | 14.91% | 31.73%-16.8pp | 134.41%-119.5pp | 160.69%-145.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,723 | $3,411-49.5% | $5,682-69.7% | $4,126-58.3% |
| Admin fee / account holder | $1,880 | $5,949-68.4% | $13,213-85.8% | $5,650-66.7% |