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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 | $52,702 | $83,337-36.8% | $67,834-22.3% | $273,972-80.8% |
| Participation rate | 30.4% | 76.4%-46.0pp | 68.8%-38.4pp | 83.0%-52.6pp |
| Annual return | 4.69% | 259.45%-254.8pp | 138.47%-133.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,194 | $4,088-70.8% | $3,160-62.2% | $5,287-77.4% |
| Admin fee / account holder | $7,045 | $6,752+4.3% | $4,622+52.4% | $10,133-30.5% |