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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 | $14,533 | $81,233-82.1% | $155,567-90.7% | $80,874-82.0% |
| Participation rate | 23.7% | 66.2%-42.6pp | 78.2%-54.5pp | 67.6%-44.0pp |
| Annual return | 28.31% | 33.33%-5.0pp | 64.74%-36.4pp | 35.62%-7.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,429 | $3,452-58.6% | $5,628-74.6% | $4,297-66.8% |
| Admin fee / account holder | $572 | $7,998-92.8% | $15,916-96.4% | $6,935-91.7% |