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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 | $26,073 | $114,013-77.1% | $103,693-74.9% | $155,188-83.2% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 13.70% | 49.31%-35.6pp | 47.61%-33.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,463 | $4,970-70.6% | $4,579-68.0% | $6,531-77.6% |
| Admin fee / account holder | $2,772 | $8,407-67.0% | $7,858-64.7% | $14,480-80.9% |