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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 | $36,862 | $117,433-68.6% | $99,475-62.9% | $152,897-75.9% |
| Participation rate | 40.9% | 77.5%-36.6pp | 73.8%-32.9pp | 82.5%-41.5pp |
| Annual return | 17.71% | 31.87%-14.2pp | 30.72%-13.0pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,324 | $4,086-67.6% | $3,619-63.4% | $5,851-77.4% |
| Admin fee / account holder | $5,065 | $7,634-33.7% | $6,252-19.0% | $11,599-56.3% |