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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 | $46,725 | $77,908-40.0% | $149,696-68.8% | $75,173-37.8% |
| Participation rate | 24.1% | 65.6%-41.4pp | 78.8%-54.6pp | 67.2%-43.1pp |
| Annual return | 20.48% | 31.73%-11.2pp | 134.46%-114.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,060 | $3,411-39.6% | $5,682-63.8% | $4,126-50.1% |
| Admin fee / account holder | $2,849 | $5,950-52.1% | $13,212-78.4% | $5,651-49.6% |