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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 | $49,720 | $53,128-6.4% | $86,582-42.6% | $70,126-29.1% |
| Participation rate | 27.8% | 65.3%-37.5pp | 73.5%-45.7pp | 69.5%-41.7pp |
| Annual return | 20.34% | 27.66%-7.3pp | 965.08%-944.7pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $971 | $2,695-64.0% | $3,609-73.1% | $3,332-70.9% |
| Admin fee / account holder | $3,104 | $3,584-13.4% | $4,904-36.7% | $4,645-33.2% |