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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 | $19,732 | $35,183-43.9% | $73,550-73.2% | $70,126-71.9% |
| Participation rate | 57.1% | 42.9%+14.2pp | 54.9%+2.2pp | 69.5%-12.4pp |
| Annual return | 16.72% | 26.90%-10.2pp | -15.16%+31.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,096 | $1,220-10.1% | $1,804-39.2% | $3,332-67.1% |
| Admin fee / account holder | $1,318 | $2,302-42.7% | $2,320-43.2% | $4,645-71.6% |