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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 | $57,994 | $98,776-41.3% | $149,745-61.3% | $79,856-27.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 28.37% | 27.38%+1.0pp | 276.72%-248.4pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,963 | $5,681-12.7% | $6,843-27.5% | $3,741+32.7% |
| Admin fee / account holder | $1,295 | $6,053-78.6% | $9,312-86.1% | $5,306-75.6% |