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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 | $36,417 | $57,541-36.7% | $95,740-62.0% | $75,173-51.6% |
| Participation rate | 57.5% | 62.5%-5.0pp | 72.3%-14.8pp | 67.2%-9.7pp |
| Annual return | 18.10% | 34.93%-16.8pp | 28.41%-10.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,066 | $3,074-32.8% | $4,244-51.3% | $4,126-49.9% |
| Admin fee / account holder | $4,189 | $4,099+2.2% | $5,676-26.2% | $5,651-25.9% |