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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 | $26,800 | $61,356-56.3% | $149,696-82.1% | $71,511-62.5% |
| Participation rate | 14.9% | 62.5%-47.7pp | 78.8%-63.9pp | 67.9%-53.1pp |
| Annual return | 16.39% | 35.86%-19.5pp | 134.46%-118.1pp | 28.86%-12.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $986 | $2,920-66.2% | $5,682-82.7% | $4,291-77.0% |
| Admin fee / account holder | $2,978 | $1,263+135.8% | $13,212-77.5% | $1,588+87.5% |