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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 | $80,332-57.8% | $107,187-68.4% | $64,097-47.1% |
| Participation rate | 20.0% | 54.4%-34.4pp | 75.0%-55.0pp | 55.2%-35.2pp |
| Annual return | 22.52% | 24.26%-1.7pp | 204.55%-182.0pp | 34.64%-12.1pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,054 | $3,109-33.9% | $5,096-59.7% | $3,080-33.3% |
| Admin fee / account holder | $810 | $4,314-81.2% | $9,162-91.2% | $3,454-76.6% |