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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 | $39,841 | $50,554-21.2% | $67,681-41.1% | $87,485-54.5% |
| Participation rate | 61.8% | 67.7%-6.0pp | 73.7%-12.0pp | 68.9%-7.2pp |
| Annual return | 13.44% | 17.81%-4.4pp | 590.58%-577.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,279 | $2,961+213.3% | $3,976+133.4% | $4,274+117.1% |
| Admin fee / account holder | $2,848 | $4,132-31.1% | $6,100-53.3% | $7,775-63.4% |