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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 | $19,324 | $84,236-77.1% | $170,435-88.7% | $70,126-72.4% |
| Participation rate | 42.1% | 70.8%-28.7pp | 83.6%-41.5pp | 69.5%-27.4pp |
| Annual return | 23.49% | 23.06%+0.4pp | 205.94%-182.4pp | 73.15%-49.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,599 | $3,086-48.2% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $1,023 | $5,698-82.0% | $13,881-92.6% | $4,645-78.0% |