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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 | $25,253 | $75,183-66.4% | $123,894-79.6% | $55,167-54.2% |
| Participation rate | 37.9% | 72.8%-34.9pp | 81.4%-43.5pp | 69.0%-31.1pp |
| Annual return | 12.23% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,489 | $5,084+7.9% | $5,984-8.3% | $3,054+79.7% |
| Admin fee / account holder | $1,877 | $663+183.4% | $8,357-77.5% | $504+272.6% |