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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 | $38,355 | $46,877-18.2% | $122,354-68.7% | $70,126-45.3% |
| Participation rate | 12.5% | 58.2%-45.7pp | 71.6%-59.1pp | 69.5%-57.0pp |
| Annual return | 17.75% | 24.22%-6.5pp | 30.28%-12.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,143 | $2,167-47.2% | $3,287-65.2% | $3,332-65.7% |
| Admin fee / account holder | $1,374 | $3,324-58.7% | $5,479-74.9% | $4,645-70.4% |