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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 | $36,537 | $60,442-39.6% | $96,754-62.2% | $87,485-58.2% |
| Participation rate | 23.9% | 58.7%-34.8pp | 70.3%-46.4pp | 68.9%-45.1pp |
| Annual return | 16.61% | 21.97%-5.4pp | 82.04%-65.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,755 | $3,280-16.0% | $4,758-42.1% | $4,274-35.5% |
| Admin fee / account holder | $1,519 | $5,069-70.0% | $8,905-82.9% | $7,775-80.5% |