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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 | $26,975 | $106,749-74.7% | $145,433-81.5% | $82,448-67.3% |
| Participation rate | 55.8% | 75.6%-19.9pp | 82.1%-26.4pp | 68.1%-12.3pp |
| Annual return | 23.59% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,931 | $6,519-55.0% | $7,897-62.9% | $4,139-29.2% |
| Admin fee / account holder | $1,197 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |