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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 | $34,908 | $38,967-10.4% | $86,233-59.5% | $79,634-56.2% |
| Participation rate | 8.0% | 34.1%-26.1pp | 69.0%-61.0pp | 62.5%-54.5pp |
| Annual return | 13.31% | 49.90%-36.6pp | 61.39%-48.1pp | 36.46%-23.2pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $497 | $1,663-70.1% | $4,559-89.1% | $3,835-87.0% |
| Admin fee / account holder | $392 | $2,660-85.3% | $8,342-95.3% | $1,002-60.9% |