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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 | $30,211 | $71,215-57.6% | $93,696-67.8% | $80,935-62.7% |
| Participation rate | 37.7% | 60.4%-22.7pp | 68.7%-31.0pp | 67.7%-30.0pp |
| Annual return | 12.02% | 11.27%+0.8pp | 133.74%-121.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,244 | $4,037-19.6% | $4,417-26.6% | $4,299-24.6% |
| Admin fee / account holder | $2,394 | $6,958-65.6% | $8,287-71.1% | $6,924-65.4% |