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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 | $43,636 | $84,236-48.2% | $170,435-74.4% | $70,126-37.8% |
| Participation rate | 38.7% | 70.8%-32.1pp | 83.6%-44.9pp | 69.5%-30.8pp |
| Annual return | 15.92% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,423 | $3,086-21.5% | $4,939-51.0% | $3,332-27.3% |
| Admin fee / account holder | $1,163 | $5,698-79.6% | $13,881-91.6% | $4,645-75.0% |