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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 | $93,345-54.8% | $119,126-64.6% | $87,485-51.8% |
| Participation rate | 27.7% | 68.7%-41.1pp | 75.8%-48.1pp | 68.9%-41.3pp |
| Annual return | 13.67% | 19.08%-5.4pp | 282.11%-268.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,170 | $4,099-47.1% | $5,318-59.2% | $4,274-49.2% |
| Admin fee / account holder | $2,248 | $8,039-72.0% | $10,693-79.0% | $7,775-71.1% |