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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 | $55,457-28.2% | $77,361-48.5% | $94,015-57.6% |
| Participation rate | 61.8% | 69.8%-8.1pp | 75.0%-13.2pp | 70.8%-9.1pp |
| Annual return | 13.44% | 15.57%-2.1pp | 1011.54%-998.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,279 | $3,069+202.3% | $3,911+137.3% | $4,249+118.4% |
| Admin fee / account holder | $2,848 | $4,334-34.3% | $5,894-51.7% | $8,951-68.2% |