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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 | $48,331 | $84,236-42.6% | $170,435-71.6% | $70,126-31.1% |
| Participation rate | 38.2% | 70.8%-32.6pp | 83.6%-45.4pp | 69.5%-31.3pp |
| Annual return | 18.88% | 23.06%-4.2pp | 205.94%-187.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,280 | $3,086-58.5% | $4,939-74.1% | $3,332-61.6% |
| Admin fee / account holder | $37,123 | $5,698+551.5% | $13,881+167.4% | $4,645+699.1% |