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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 | $27,950 | $46,877-40.4% | $122,354-77.2% | $70,126-60.1% |
| Participation rate | 42.1% | 58.2%-16.1pp | 71.6%-29.5pp | 69.5%-27.4pp |
| Annual return | 14.11% | 24.22%-10.1pp | 30.28%-16.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,093 | $2,167-49.5% | $3,287-66.7% | $3,332-67.2% |
| Admin fee / account holder | $7,411 | $3,324+123.0% | $5,479+35.3% | $4,645+59.5% |