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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 | $53,062 | $106,749-50.3% | $145,433-63.5% | $82,448-35.6% |
| Participation rate | 35.7% | 75.6%-39.9pp | 82.1%-46.4pp | 68.1%-32.4pp |
| Annual return | 18.87% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,912 | $6,519-40.0% | $7,897-50.5% | $4,139-5.5% |
| Admin fee / account holder | $2,130 | $8,390-74.6% | $13,129-83.8% | $7,234-70.6% |