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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 | $40,976 | $103,387-60.4% | $87,102-53.0% | $152,885-73.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 19.74% | 28.10%-8.4pp | 28.19%-8.4pp | 345.39%-325.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,648 | $4,778-44.6% | $4,048-34.6% | $5,851-54.7% |
| Admin fee / account holder | $1,090 | $12,193-91.1% | $7,491-85.4% | $11,598-90.6% |