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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 | $54,321 | $56,121-3.2% | $92,985-41.6% | $64,340-15.6% |
| Participation rate | 23.5% | 44.9%-21.4pp | 69.5%-46.0pp | 55.2%-31.7pp |
| Annual return | 16.99% | 19.19%-2.2pp | 27.99%-11.0pp | 24.14%-7.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,062 | $2,362-55.0% | $4,377-75.7% | $2,980-64.4% |
| Admin fee / account holder | $22,520 | $6,869+227.8% | $9,463+138.0% | $3,703+508.2% |