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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 | $32,787 | $71,215-54.0% | $93,696-65.0% | $80,935-59.5% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 14.39% | 11.27%+3.1pp | 133.74%-119.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,420 | $4,037-15.3% | $4,417-22.6% | $4,299-20.5% |
| Admin fee / account holder | $3,515 | $6,958-49.5% | $8,287-57.6% | $6,924-49.2% |