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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 | $46,108 | $95,188-51.6% | $76,518-39.7% | $135,380-65.9% |
| Participation rate | 34.8% | 74.4%-39.6pp | 68.0%-33.2pp | 82.6%-47.9pp |
| Annual return | 21.06% | 4.85%+16.2pp | -0.27%+21.3pp | 519.81%-498.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,112 | $4,640-76.0% | $3,836-71.0% | $5,609-80.2% |
| Admin fee / account holder | $851 | $6,249-86.4% | $4,849-82.4% | $10,828-92.1% |