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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 | $23,927 | $58,627-59.2% | $76,735-68.8% | $82,448-71.0% |
| Participation rate | 21.8% | 63.2%-41.4pp | 69.5%-47.7pp | 68.1%-46.2pp |
| Annual return | 13.91% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,587 | $3,134-49.3% | $4,088-61.2% | $4,139-61.7% |
| Admin fee / account holder | $3,844 | $5,323-27.8% | $7,189-46.5% | $7,234-46.9% |