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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 | $18,082 | $81,262-77.7% | $155,602-88.4% | $80,911-77.7% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.9pp | 67.6%-7.3pp |
| Annual return | 18.63% | 33.34%-14.7pp | 64.81%-46.2pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,544 | $3,451-26.3% | $5,629-54.8% | $4,297-40.8% |
| Admin fee / account holder | $2,373 | $7,992-70.3% | $15,923-85.1% | $6,935-65.8% |