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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 | $34,818 | $93,617-62.8% | $135,982-74.4% | $75,177-53.7% |
| Participation rate | 28.3% | 75.2%-46.9pp | 81.9%-53.6pp | 67.2%-38.9pp |
| Annual return | 50.83% | 30.89%+19.9pp | 68.32%-17.5pp | 160.75%-109.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,807 | $6,406-56.2% | $7,760-63.8% | $4,126-32.0% |
| Admin fee / account holder | $3,083 | $6,980-55.8% | $10,767-71.4% | $5,651-45.4% |