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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 | $29,536 | $70,666-58.2% | $169,385-82.6% | $75,181-60.7% |
| Participation rate | 34.7% | 64.8%-30.0pp | 77.2%-42.4pp | 67.2%-32.5pp |
| Annual return | 31.86% | 36.37%-4.5pp | 405.82%-374.0pp | 160.69%-128.8pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,453 | $4,308-43.1% | $6,221-60.6% | $4,126-40.6% |
| Admin fee / account holder | $2,584 | $5,402-52.2% | $9,011-71.3% | $5,650-54.3% |