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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 | $35,886 | $93,598-61.7% | $135,974-73.6% | $75,173-52.3% |
| Participation rate | 28.0% | 75.2%-47.2pp | 81.9%-53.9pp | 67.2%-39.2pp |
| Annual return | 22.33% | 30.89%-8.6pp | 68.30%-46.0pp | 160.72%-138.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,555 | $6,405-28.9% | $7,760-41.3% | $4,126+10.4% |
| Admin fee / account holder | $21,197 | $6,978+203.8% | $10,767+96.9% | $5,651+275.1% |