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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 | $31,636 | $106,864-70.4% | $147,318-78.5% | $82,637-61.7% |
| Participation rate | 37.0% | 75.5%-38.5pp | 82.1%-45.1pp | 68.1%-31.1pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,987 | $6,496-38.6% | $7,906-49.6% | $4,126-3.4% |
| Admin fee / account holder | $839 | $8,415-90.0% | $13,708-93.9% | $7,339-88.6% |