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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 | $12,463 | $81,276-84.7% | $155,574-92.0% | $80,925-84.6% |
| Participation rate | 24.7% | 66.2%-41.5pp | 78.2%-53.5pp | 67.7%-43.0pp |
| Annual return | 39.72% | 33.36%+6.4pp | 64.87%-25.1pp | 35.65%+4.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,615 | $3,453-53.2% | $5,629-71.3% | $4,299-62.4% |
| Admin fee / account holder | $2,480 | $7,993-69.0% | $15,914-84.4% | $6,940-64.3% |