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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 | $37,271 | $65,041-42.7% | $90,965-59.0% | $79,858-53.3% |
| Participation rate | 46.3% | 61.6%-15.3pp | 69.0%-22.7pp | 69.6%-23.3pp |
| Annual return | 12.74% | 30.45%-17.7pp | 134.57%-121.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,298 | $2,512-8.5% | $3,373-31.9% | $3,740-38.5% |
| Admin fee / account holder | $2,640 | $4,536-41.8% | $5,960-55.7% | $5,306-50.2% |