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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 | $35,503 | $70,435-49.6% | $96,575-63.2% | $85,856-58.6% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 18.28% | 18.59%-0.3pp | 37.79%-19.5pp | 318.58%-300.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,634 | $2,894+25.6% | $3,849-5.6% | $3,952-8.0% |
| Admin fee / account holder | $2,069 | $4,997-58.6% | $6,182-66.5% | $6,261-67.0% |