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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 | $80,273 | $101,752-21.1% | $164,928-51.3% | $80,911-0.8% |
| Participation rate | 27.6% | 71.8%-44.3pp | 78.6%-51.0pp | 67.6%-40.1pp |
| Annual return | 12.67% | 16.73%-4.1pp | 70.08%-57.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,363 | $4,477-47.2% | $6,034-60.8% | $4,297-45.0% |
| Admin fee / account holder | $1,854 | $8,218-77.4% | $12,684-85.4% | $6,935-73.3% |