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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 | $30,995 | $52,911-41.4% | $73,309-57.7% | $59,633-48.0% |
| Participation rate | 47.2% | 68.2%-21.0pp | 74.9%-27.7pp | 68.7%-21.5pp |
| Annual return | 41.14% | 12.20%+28.9pp | 5.67%+35.5pp | 2041.40%-2000.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,138 | $4,069+26.3% | $4,991+2.9% | $3,192+61.0% |
| Admin fee / account holder | $1,398 | $3,835-63.5% | $5,635-75.2% | $4,297-67.5% |