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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 | $33,932 | $48,364-29.8% | $71,796-52.7% | $62,881-46.0% |
| Participation rate | 32.9% | 60.6%-27.8pp | 69.1%-36.3pp | 69.3%-36.4pp |
| Annual return | 6.89% | 13.16%-6.3pp | 78.04%-71.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $969 | $2,091-53.7% | $2,794-65.3% | $3,203-69.7% |
| Admin fee / account holder | $1,253 | $3,771-66.8% | $4,815-74.0% | $4,296-70.8% |