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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 | $14,379 | $42,909-66.5% | $152,093-90.5% | $71,012-79.8% |
| Participation rate | 18.2% | 54.7%-36.4pp | 77.8%-59.6pp | 58.6%-40.3pp |
| Annual return | 11.32% | 30.57%-19.3pp | 66.36%-55.0pp | 37.67%-26.4pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $524 | $1,904-72.5% | $5,451-90.4% | $3,246-83.8% |
| Admin fee / account holder | $721 | $1,014-28.9% | $14,497-95.0% | $1,167-38.3% |