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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 | $68,868-56.4% | $183,328-83.6% | $67,986-55.8% |
| Participation rate | 33.1% | 57.0%-23.9pp | 77.3%-44.2pp | 57.2%-24.1pp |
| Annual return | 21.49% | 28.80%-7.3pp | 29.67%-8.2pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,828 | $4,364-35.2% | $6,795-58.4% | $3,358-15.8% |
| Admin fee / account holder | $5,589 | $3,805+46.9% | $21,427-73.9% | $3,203+74.5% |