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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 | $37,684 | $53,128-29.1% | $86,581-56.5% | $70,124-46.3% |
| Participation rate | 42.9% | 65.3%-22.4pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 23.87% | 27.66%-3.8pp | 965.06%-941.2pp | 73.14%-49.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,883 | $2,695+81.2% | $3,609+35.3% | $3,332+46.5% |
| Admin fee / account holder | $3,446 | $3,584-3.8% | $4,904-29.7% | $4,645-25.8% |