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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 | $33,852 | $88,360-61.7% | $145,433-76.7% | $67,986-50.2% |
| Participation rate | 43.8% | 65.5%-21.6pp | 82.1%-38.3pp | 57.2%-13.4pp |
| Annual return | 18.37% | 63.15%-44.8pp | 66.58%-48.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,954 | $5,932-50.2% | $7,897-62.6% | $3,358-12.0% |
| Admin fee / account holder | $1,449 | $3,313-56.3% | $13,129-89.0% | $3,203-54.8% |