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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 | $32,725 | $123,155-73.4% | $108,753-69.9% | $155,188-78.9% |
| Participation rate | 35.3% | 75.6%-40.3pp | 71.1%-35.8pp | 80.8%-45.5pp |
| Annual return | 10.14% | 44.73%-34.6pp | 37.47%-27.3pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,680 | $4,623-63.7% | $4,115-59.2% | $6,531-74.3% |
| Admin fee / account holder | $366 | $12,126-97.0% | $10,320-96.5% | $14,480-97.5% |