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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 | $20,817 | $57,140-63.6% | $85,240-75.6% | $80,959-74.3% |
| Participation rate | 18.3% | 56.4%-38.1pp | 67.5%-49.2pp | 67.7%-49.4pp |
| Annual return | 15.94% | 21.71%-5.8pp | 66.75%-50.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,049 | $3,115-34.2% | $4,527-54.7% | $4,300-52.4% |
| Admin fee / account holder | $4,692 | $4,992-6.0% | $6,165-23.9% | $6,925-32.3% |