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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 | $30,609 | $78,707-61.1% | $117,861-74.0% | $70,126-56.4% |
| Participation rate | 22.2% | 73.2%-51.0pp | 79.7%-57.4pp | 69.5%-47.3pp |
| Annual return | 17.23% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,681 | $3,297-18.7% | $4,482-40.2% | $3,332-19.5% |
| Admin fee / account holder | $2,373 | $5,066-53.1% | $8,021-70.4% | $4,645-48.9% |