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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 | $37,777 | $91,198-58.6% | $178,503-78.8% | $79,856-52.7% |
| Participation rate | 30.8% | 69.2%-38.4pp | 81.9%-51.2pp | 69.6%-38.9pp |
| Annual return | 13.22% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,238 | $3,237-61.7% | $5,202-76.2% | $3,741-66.9% |
| Admin fee / account holder | $5,527 | $6,748-18.1% | $13,987-60.5% | $5,306+4.2% |