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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 | $48,314-9.5% | $67,561-35.3% | $80,925-46.0% |
| Participation rate | 21.3% | 66.4%-45.1pp | 72.9%-51.7pp | 67.7%-46.4pp |
| Annual return | 14.30% | 18.28%-4.0pp | 3525.44%-3511.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,498 | $2,927+19.5% | $4,003-12.6% | $4,299-18.6% |
| Admin fee / account holder | $723 | $3,690-80.4% | $4,006-82.0% | $6,940-89.6% |