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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 | $38,799 | $99,875-61.2% | $146,866-73.6% | $86,983-55.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 17.81% | 28.10%-10.3pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,591 | $6,322+51.7% | $7,759+23.6% | $4,194+128.7% |
| Admin fee / account holder | $3,729 | $7,838-52.4% | $13,620-72.6% | $7,856-52.5% |