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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 | $42,400 | $89,367-52.6% | $141,191-70.0% | $72,975-41.9% |
| Participation rate | 50.7% | 75.1%-24.5pp | 82.5%-31.8pp | 69.5%-18.8pp |
| Annual return | 19.20% | 111.87%-92.7pp | 71.41%-52.2pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,772 | $5,419-30.4% | $6,710-43.8% | $3,608+4.6% |
| Admin fee / account holder | $1,690 | $5,957-71.6% | $10,264-83.5% | $5,124-67.0% |