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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 | $33,518 | $61,125-45.2% | $94,057-64.4% | $87,485-61.7% |
| Participation rate | 41.2% | 64.1%-22.9pp | 73.3%-32.2pp | 68.9%-27.8pp |
| Annual return | 15.99% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,268 | $3,260+0.3% | $4,709-30.6% | $4,274-23.5% |
| Admin fee / account holder | $3,706 | $5,629-34.2% | $7,244-48.8% | $7,775-52.3% |