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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 | $31,105 | $60,442-48.5% | $96,754-67.9% | $87,485-64.4% |
| Participation rate | 34.9% | 58.7%-23.8pp | 70.3%-35.4pp | 68.9%-34.0pp |
| Annual return | 17.72% | 21.97%-4.3pp | 82.04%-64.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,766 | $3,280+45.3% | $4,758+0.2% | $4,274+11.5% |
| Admin fee / account holder | $5,369 | $5,069+5.9% | $8,905-39.7% | $7,775-30.9% |