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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 | $22,360 | $54,541-59.0% | $78,778-71.6% | $70,124-68.1% |
| Participation rate | 48.3% | 60.8%-12.5pp | 69.2%-20.9pp | 69.5%-21.3pp |
| Annual return | 14.34% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,557 | $2,210-29.5% | $2,958-47.4% | $3,332-53.3% |
| Admin fee / account holder | $22,398 | $3,709+503.9% | $5,134+336.3% | $4,645+382.1% |