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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 | $30,027 | $75,541-60.3% | $152,093-80.3% | $82,637-63.7% |
| Participation rate | 42.3% | 66.5%-24.2pp | 77.8%-35.5pp | 68.1%-25.7pp |
| Annual return | 39.13% | 32.56%+6.6pp | 66.36%-27.2pp | 53.51%-14.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,331 | $3,206+3.9% | $5,451-38.9% | $4,126-19.3% |
| Admin fee / account holder | $484 | $6,405-92.4% | $14,497-96.7% | $7,339-93.4% |