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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 | $43,702 | $48,337-9.6% | $67,560-35.3% | $80,959-46.0% |
| Participation rate | 21.3% | 66.4%-45.2pp | 72.9%-51.7pp | 67.7%-46.4pp |
| Annual return | 14.30% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,498 | $2,928+19.5% | $4,004-12.6% | $4,300-18.7% |
| Admin fee / account holder | $723 | $3,695-80.4% | $3,994-81.9% | $6,925-89.6% |