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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 | $48,284-9.5% | $67,524-35.3% | $80,911-46.0% |
| Participation rate | 21.3% | 66.4%-45.1pp | 72.9%-51.6pp | 67.6%-46.4pp |
| Annual return | 14.30% | 18.27%-4.0pp | 3519.41%-3505.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,498 | $2,927+19.5% | $4,001-12.6% | $4,297-18.6% |
| Admin fee / account holder | $723 | $3,688-80.4% | $4,001-81.9% | $6,935-89.6% |