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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 | $37,397 | $42,909-12.8% | $152,093-75.4% | $71,012-47.3% |
| Participation rate | 9.7% | 54.7%-45.0pp | 77.8%-68.1pp | 58.6%-48.9pp |
| Annual return | 12.37% | 30.57%-18.2pp | 66.36%-54.0pp | 37.67%-25.3pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $801 | $1,904-57.9% | $5,451-85.3% | $3,246-75.3% |
| Admin fee / account holder | $2,521 | $1,014+148.6% | $14,497-82.6% | $1,167+116.0% |