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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 | $42,482 | $58,275-27.1% | $81,844-48.1% | $80,935-47.5% |
| Participation rate | 54.8% | 63.5%-8.6pp | 72.4%-17.5pp | 67.7%-12.8pp |
| Annual return | 15.18% | 41.82%-26.6pp | 778.87%-763.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,772 | $3,285-46.1% | $4,323-59.0% | $4,299-58.8% |
| Admin fee / account holder | $3,113 | $4,749-34.5% | $7,355-57.7% | $6,924-55.0% |