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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 | $26,316 | $93,598-71.9% | $135,974-80.6% | $75,173-65.0% |
| Participation rate | 57.0% | 75.2%-18.2pp | 81.9%-25.0pp | 67.2%-10.2pp |
| Annual return | 18.66% | 30.89%-12.2pp | 68.30%-49.6pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,809 | $6,405-24.9% | $7,760-38.0% | $4,126+16.6% |
| Admin fee / account holder | $4,901 | $6,978-29.8% | $10,767-54.5% | $5,651-13.3% |