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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 | $24,937 | $49,239-49.4% | $70,462-64.6% | $79,858-68.8% |
| Participation rate | 26.0% | 69.2%-43.1pp | 75.1%-49.0pp | 69.6%-43.6pp |
| Annual return | 15.67% | 30.08%-14.4pp | 109.08%-93.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,412 | $2,769-49.0% | $3,710-61.9% | $3,740-62.2% |
| Admin fee / account holder | $2,126 | $2,876-26.1% | $3,845-44.7% | $5,306-59.9% |