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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 | $26,469 | $88,360-70.0% | $145,433-81.8% | $67,986-61.1% |
| Participation rate | 34.6% | 65.5%-30.9pp | 82.1%-47.6pp | 57.2%-22.6pp |
| Annual return | 23.35% | 63.15%-39.8pp | 66.58%-43.2pp | 31.67%-8.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,423 | $5,932-42.3% | $7,897-56.7% | $3,358+1.9% |
| Admin fee / account holder | $2,028 | $3,313-38.8% | $13,129-84.6% | $3,203-36.7% |