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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 | $43,398 | $165,939-73.8% | $122,354-64.5% | $147,586-70.6% |
| Participation rate | 54.2% | 79.6%-25.4pp | 71.6%-17.5pp | 82.8%-28.7pp |
| Annual return | 14.49% | 34.56%-20.1pp | 30.28%-15.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,443 | $4,005-64.0% | $3,287-56.1% | $5,439-73.5% |
| Admin fee / account holder | $422 | $7,425-94.3% | $5,479-92.3% | $10,886-96.1% |