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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 | $58,384 | $63,354-7.8% | $94,105-38.0% | $82,637-29.3% |
| Participation rate | 25.0% | 63.8%-38.8pp | 71.9%-46.9pp | 68.1%-43.1pp |
| Annual return | 16.70% | 34.36%-17.7pp | 204.55%-187.9pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $761 | $2,873-73.5% | $3,881-80.4% | $4,126-81.6% |
| Admin fee / account holder | $1,127 | $5,073-77.8% | $6,199-81.8% | $7,339-84.6% |