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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 | $58,868-49.0% | $191,597-84.3% | $64,097-53.1% |
| Participation rate | 33.1% | 50.0%-16.9pp | 76.9%-43.8pp | 55.2%-22.1pp |
| Annual return | 21.49% | 31.54%-10.1pp | 27.07%-5.6pp | 34.64%-13.2pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $5,025-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,828 | $3,724-24.1% | $6,850-58.7% | $3,080-8.2% |
| Admin fee / account holder | $5,589 | $4,871+14.7% | $22,799-75.5% | $3,454+61.8% |