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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 | $33,924 | $83,369-59.3% | $105,223-67.8% | $67,986-50.1% |
| Participation rate | 20.0% | 56.3%-36.3pp | 75.0%-55.0pp | 57.2%-37.2pp |
| Annual return | 22.52% | 24.64%-2.1pp | 180.65%-158.1pp | 31.67%-9.1pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,054 | $3,295-37.7% | $5,072-59.5% | $3,358-38.8% |
| Admin fee / account holder | $810 | $4,073-80.1% | $8,859-90.9% | $3,203-74.7% |