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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 | $23,486 | $91,198-74.2% | $178,503-86.8% | $79,856-70.6% |
| Participation rate | 20.9% | 69.2%-48.3pp | 81.9%-61.0pp | 69.6%-48.7pp |
| Annual return | 32.56% | 24.20%+8.4pp | 151.12%-118.6pp | 31.71%+0.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,407 | $3,237-25.6% | $5,202-53.7% | $3,741-35.7% |
| Admin fee / account holder | $556 | $6,748-91.8% | $13,987-96.0% | $5,306-89.5% |