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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 | $56,172 | $80,781-30.5% | $102,437-45.2% | $74,478-24.6% |
| Participation rate | 57.4% | 65.7%-8.2pp | 74.5%-17.1pp | 67.2%-9.8pp |
| Annual return | 12.17% | 27.58%-15.4pp | 24.95%-12.8pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,385 | $3,862-12.4% | $5,060-33.1% | $4,350-22.2% |
| Admin fee / account holder | $5,770 | $2,372+143.2% | $8,388-31.2% | $1,946+196.5% |