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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 | $40,865 | $45,343-9.9% | $150,298-72.8% | $67,986-39.9% |
| Participation rate | 16.7% | 51.9%-35.2pp | 77.8%-61.1pp | 57.2%-40.5pp |
| Annual return | 29.96% | 33.28%-3.3pp | 62.79%-32.8pp | 31.67%-1.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,338 | $2,055-34.9% | $5,453-75.5% | $3,358-60.1% |
| Admin fee / account holder | $3,972 | $2,250+76.5% | $14,116-71.9% | $3,203+24.0% |