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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 | $27,769 | $53,128-47.7% | $86,582-67.9% | $70,126-60.4% |
| Participation rate | 28.6% | 65.3%-36.7pp | 73.5%-45.0pp | 69.5%-41.0pp |
| Annual return | 19.17% | 27.66%-8.5pp | 965.08%-945.9pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,915 | $2,695+45.3% | $3,609+8.5% | $3,332+17.5% |
| Admin fee / account holder | $1,578 | $3,584-56.0% | $4,904-67.8% | $4,645-66.0% |