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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 | $81,010 | $107,421-24.6% | $182,262-55.6% | $94,015-13.8% |
| Participation rate | 26.7% | 77.8%-51.0pp | 84.2%-57.5pp | 70.8%-44.1pp |
| Annual return | 15.57% | 21.32%-5.8pp | 140.60%-125.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,958 | $6,558-39.6% | $8,276-52.2% | $4,249-6.9% |
| Admin fee / account holder | $1,926 | $8,692-77.8% | $16,712-88.5% | $8,951-78.5% |