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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 | $50,776 | $51,638-1.7% | $68,368-25.7% | $82,448-38.4% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.3pp | 68.1%-32.6pp |
| Annual return | 14.81% | 37.53%-22.7pp | 292.57%-277.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,221 | $2,914-58.1% | $4,123-70.4% | $4,139-70.5% |
| Admin fee / account holder | $3,533 | $4,643-23.9% | $5,150-31.4% | $7,234-51.2% |