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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 | $30,033 | $65,306-54.0% | $238,191-87.4% | $65,306-54.0% |
| Participation rate | 33.1% | 57.7%-24.6pp | 77.1%-44.0pp | 57.7%-24.6pp |
| Annual return | 21.49% | 21.94%-0.5pp | 13.02%+8.5pp | 21.94%-0.5pp |
| Employer contribution / active EE | $0 | $1,967-100.0% | $5,082-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,828 | $2,959-4.4% | $6,726-58.0% | $2,959-4.4% |
| Admin fee / account holder | $5,589 | $3,480+60.6% | $34,582-83.8% | $3,480+60.6% |