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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 | $53,345 | $77,574-31.2% | $108,753-50.9% | $86,983-38.7% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 14.62% | 18.42%-3.8pp | 37.47%-22.9pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,424 | $3,128-22.5% | $4,115-41.1% | $4,194-42.2% |
| Admin fee / account holder | $1,587 | $6,529-75.7% | $10,320-84.6% | $7,856-79.8% |