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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 | $25,754 | $81,262-68.3% | $155,602-83.4% | $80,911-68.2% |
| Participation rate | 38.6% | 66.2%-27.6pp | 78.2%-39.6pp | 67.6%-29.1pp |
| Annual return | 16.24% | 33.34%-17.1pp | 64.81%-48.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,316 | $3,451-61.9% | $5,629-76.6% | $4,297-69.4% |
| Admin fee / account holder | $2,710 | $7,992-66.1% | $15,923-83.0% | $6,935-60.9% |