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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 | $38,513 | $93,346-58.7% | $71,796-46.4% | $273,972-85.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.14% | 130.39%-126.2pp | 78.04%-73.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,067 | $3,475-69.3% | $2,794-61.8% | $5,287-79.8% |
| Admin fee / account holder | $329 | $6,571-95.0% | $4,815-93.2% | $10,133-96.8% |