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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 | $57,339 | $107,421-46.6% | $182,262-68.5% | $94,015-39.0% |
| Participation rate | 53.9% | 77.8%-23.8pp | 84.2%-30.3pp | 70.8%-16.9pp |
| Annual return | 18.75% | 21.32%-2.6pp | 140.60%-121.8pp | 17.84%+0.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,903 | $6,558-10.0% | $8,276-28.7% | $4,249+38.9% |
| Admin fee / account holder | $9,151 | $8,692+5.3% | $16,712-45.2% | $8,951+2.2% |