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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 | $19,020 | $75,807-74.9% | $116,096-83.6% | $86,983-78.1% |
| Participation rate | 31.6% | 66.9%-35.3pp | 73.3%-41.7pp | 69.5%-38.0pp |
| Annual return | 18.78% | 18.57%+0.2pp | 326.25%-307.5pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,664 | $3,212-48.2% | $3,952-57.9% | $4,194-60.3% |
| Admin fee / account holder | $1,175 | $6,659-82.4% | $7,704-84.8% | $7,856-85.0% |