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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 | $14,400 | $77,638-81.5% | $156,551-90.8% | $62,881-77.1% |
| Participation rate | 29.0% | 71.2%-42.2pp | 84.0%-55.0pp | 69.3%-40.3pp |
| Annual return | 7.38% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,527 | $3,046-49.9% | $4,871-68.7% | $3,203-52.3% |
| Admin fee / account holder | $1,457 | $5,561-73.8% | $13,028-88.8% | $4,296-66.1% |