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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 | $51,218 | $101,950-49.8% | $125,529-59.2% | $86,983-41.1% |
| Participation rate | 41.7% | 70.2%-28.5pp | 74.7%-33.1pp | 69.5%-27.9pp |
| Annual return | 15.51% | 18.29%-2.8pp | 202.56%-187.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,355 | $3,862-39.0% | $4,813-51.1% | $4,194-43.9% |
| Admin fee / account holder | $591 | $12,791-95.4% | $16,298-96.4% | $7,856-92.5% |