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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 | $39,526 | $83,898-52.9% | $133,346-70.4% | $94,015-58.0% |
| Participation rate | 37.5% | 63.4%-25.9pp | 72.8%-35.3pp | 70.8%-33.3pp |
| Annual return | 12.37% | 16.00%-3.6pp | 36.85%-24.5pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,003 | $3,245-7.5% | $4,332-30.7% | $4,249-29.3% |
| Admin fee / account holder | $2,571 | $7,809-67.1% | $14,264-82.0% | $8,951-71.3% |