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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 | $40,554 | $47,944-15.4% | $67,834-40.2% | $62,881-35.5% |
| Participation rate | 24.6% | 61.1%-36.5pp | 68.8%-44.2pp | 69.3%-44.7pp |
| Annual return | 9.72% | 11.77%-2.0pp | 138.47%-128.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,569 | $2,247+14.3% | $3,160-18.7% | $3,203-19.8% |
| Admin fee / account holder | $9,475 | $3,712+155.3% | $4,622+105.0% | $4,296+120.6% |