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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 | $11,418 | $64,920-82.4% | $103,693-89.0% | $86,983-86.9% |
| Participation rate | 46.9% | 63.6%-16.7pp | 72.6%-25.7pp | 69.5%-22.6pp |
| Annual return | 16.99% | 30.29%-13.3pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,111 | $3,241-65.7% | $4,579-75.7% | $4,194-73.5% |
| Admin fee / account holder | $451 | $6,191-92.7% | $7,858-94.3% | $7,856-94.3% |