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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 | $19,828 | $75,541-73.8% | $152,093-87.0% | $82,637-76.0% |
| Participation rate | 38.8% | 66.5%-27.8pp | 77.8%-39.0pp | 68.1%-29.3pp |
| Annual return | 16.99% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,674 | $3,206-47.8% | $5,451-69.3% | $4,126-59.4% |
| Admin fee / account holder | $571 | $6,405-91.1% | $14,497-96.1% | $7,339-92.2% |