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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 | $65,467 | $77,814-15.9% | $158,223-58.6% | $86,983-24.7% |
| Participation rate | 16.1% | 68.4%-52.3pp | 79.2%-63.1pp | 69.5%-53.4pp |
| Annual return | 17.93% | 30.54%-12.6pp | 52.09%-34.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,008 | $3,270-38.6% | $5,467-63.3% | $4,194-52.1% |
| Admin fee / account holder | $1,116 | $5,879-81.0% | $16,047-93.0% | $7,856-85.8% |