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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 | $30,992 | $54,541-43.2% | $78,778-60.7% | $70,126-55.8% |
| Participation rate | 30.0% | 60.8%-30.8pp | 69.2%-39.2pp | 69.5%-39.5pp |
| Annual return | 14.14% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,300 | $2,210+49.3% | $2,958+11.5% | $3,332-1.0% |
| Admin fee / account holder | $596 | $3,709-83.9% | $5,134-88.4% | $4,645-87.2% |