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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 | $21,622 | $84,236-74.3% | $170,435-87.3% | $70,126-69.2% |
| Participation rate | 24.2% | 70.8%-46.6pp | 83.6%-59.4pp | 69.5%-45.3pp |
| Annual return | 25.06% | 23.06%+2.0pp | 205.94%-180.9pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,198 | $3,086-28.8% | $4,939-55.5% | $3,332-34.0% |
| Admin fee / account holder | $727 | $5,698-87.2% | $13,881-94.8% | $4,645-84.3% |