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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 | $18,012 | $38,967-53.8% | $86,233-79.1% | $79,634-77.4% |
| Participation rate | 16.5% | 34.1%-17.5pp | 69.0%-52.5pp | 62.5%-46.0pp |
| Annual return | 24.49% | 49.90%-25.4pp | 61.39%-36.9pp | 36.46%-12.0pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $766 | $1,663-54.0% | $4,559-83.2% | $3,835-80.0% |
| Admin fee / account holder | $1,779 | $2,660-33.1% | $8,342-78.7% | $1,002+77.6% |