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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 | $35,035 | $108,825-67.8% | $156,181-77.6% | $82,448-57.5% |
| Participation rate | 58.2% | 72.4%-14.2pp | 78.8%-20.6pp | 68.1%-9.9pp |
| Annual return | 72.85% | 20.59%+52.3pp | 64.87%+8.0pp | 41.64%+31.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,683 | $4,577-41.4% | $6,132-56.2% | $4,139-35.2% |
| Admin fee / account holder | $499 | $9,341-94.7% | $14,586-96.6% | $7,234-93.1% |