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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 | $38,258 | $75,541-49.4% | $152,093-74.8% | $82,637-53.7% |
| Participation rate | 29.3% | 66.5%-37.3pp | 77.8%-48.5pp | 68.1%-38.8pp |
| Annual return | 20.67% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,929 | $3,206-8.6% | $5,451-46.3% | $4,126-29.0% |
| Admin fee / account holder | $2,933 | $6,405-54.2% | $14,497-79.8% | $7,339-60.0% |