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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 | $42,194 | $88,672-52.4% | $105,223-59.9% | $82,448-48.8% |
| Participation rate | 27.7% | 67.9%-40.3pp | 75.0%-47.4pp | 68.1%-40.4pp |
| Annual return | 13.67% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,170 | $4,036-46.2% | $5,072-57.2% | $4,139-47.6% |
| Admin fee / account holder | $2,248 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |