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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 | $25,976 | $45,043-42.3% | $63,005-58.8% | $70,124-63.0% |
| Participation rate | 35.5% | 69.5%-34.0pp | 74.8%-39.3pp | 69.5%-34.1pp |
| Annual return | 14.89% | 18.76%-3.9pp | 87.59%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $763 | $2,466-69.1% | $3,329-77.1% | $3,332-77.1% |
| Admin fee / account holder | $4,529 | $2,833+59.8% | $3,599+25.8% | $4,645-2.5% |