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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 | $77,668 | $101,752-23.7% | $164,928-52.9% | $80,911-4.0% |
| Participation rate | 22.5% | 71.8%-49.3pp | 78.6%-56.1pp | 67.6%-45.1pp |
| Annual return | 16.06% | 16.73%-0.7pp | 70.08%-54.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,472 | $4,477-44.8% | $6,034-59.0% | $4,297-42.5% |
| Admin fee / account holder | $444 | $8,218-94.6% | $12,684-96.5% | $6,935-93.6% |