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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 | $50,249 | $176,786-71.6% | $146,643-65.7% | $167,536-70.0% |
| Participation rate | 35.0% | 83.6%-48.6pp | 80.1%-45.1pp | 82.1%-47.1pp |
| Annual return | 13.43% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,355 | $6,440-63.4% | $5,506-57.2% | $6,342-62.9% |
| Admin fee / account holder | $3,584 | $13,262-73.0% | $10,280-65.1% | $12,315-70.9% |