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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 | $24,330 | $54,541-55.4% | $78,778-69.1% | $70,126-65.3% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.4pp |
| Annual return | 16.80% | 21.07%-4.3pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,395 | $2,210-36.9% | $2,958-52.8% | $3,332-58.1% |
| Admin fee / account holder | $1,895 | $3,709-48.9% | $5,134-63.1% | $4,645-59.2% |