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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 | $34,883 | $93,346-62.6% | $71,796-51.4% | $273,972-87.3% |
| Participation rate | 53.8% | 76.5%-22.7pp | 69.1%-15.3pp | 83.0%-29.2pp |
| Annual return | 7.13% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,502 | $3,475-28.0% | $2,794-10.5% | $5,287-52.7% |
| Admin fee / account holder | $359 | $6,571-94.5% | $4,815-92.5% | $10,133-96.5% |