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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 | $19,961 | $74,535-73.2% | $100,712-80.2% | $82,637-75.8% |
| Participation rate | 34.4% | 61.2%-26.8pp | 69.3%-34.9pp | 68.1%-33.7pp |
| Annual return | 27.11% | 18.92%+8.2pp | 33.27%-6.2pp | 53.51%-26.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,306 | $3,074-25.0% | $4,085-43.5% | $4,126-44.1% |
| Admin fee / account holder | $4,408 | $6,576-33.0% | $9,256-52.4% | $7,339-39.9% |