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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 | $28,203 | $79,449-64.5% | $189,575-85.1% | $85,847-67.1% |
| Participation rate | 51.6% | 66.0%-14.4pp | 78.4%-26.9pp | 69.3%-17.8pp |
| Annual return | 14.64% | 18.45%-3.8pp | 64.19%-49.6pp | 318.61%-304.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,182 | $4,051-46.1% | $6,174-64.7% | $3,952-44.8% |
| Admin fee / account holder | $1,418 | $5,377-73.6% | $9,806-85.5% | $6,261-77.3% |