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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 | $32,187 | $101,778-68.4% | $164,975-80.5% | $80,925-60.2% |
| Participation rate | 48.6% | 71.8%-23.3pp | 78.6%-30.0pp | 67.7%-19.1pp |
| Annual return | 10.66% | 16.73%-6.1pp | 70.12%-59.5pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,077 | $4,477-31.3% | $6,033-49.0% | $4,299-28.4% |
| Admin fee / account holder | $323 | $8,221-96.1% | $12,688-97.5% | $6,940-95.3% |