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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 | $48,918 | $78,707-37.8% | $117,861-58.5% | $70,126-30.2% |
| Participation rate | 32.7% | 73.2%-40.5pp | 79.7%-47.0pp | 69.5%-36.9pp |
| Annual return | 17.03% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,900 | $3,297-12.0% | $4,482-35.3% | $3,332-13.0% |
| Admin fee / account holder | $9,436 | $5,066+86.3% | $8,021+17.7% | $4,645+103.1% |