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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 | $38,529 | $78,707-51.0% | $117,861-67.3% | $70,126-45.1% |
| Participation rate | 43.0% | 73.2%-30.2pp | 79.7%-36.7pp | 69.5%-26.5pp |
| Annual return | 23.11% | 23.30%-0.2pp | 335.11%-312.0pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,389 | $3,297-27.5% | $4,482-46.7% | $3,332-28.3% |
| Admin fee / account holder | $2,967 | $5,066-41.4% | $8,021-63.0% | $4,645-36.1% |