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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 | $16,585 | $67,894-75.6% | $89,340-81.4% | $82,448-79.9% |
| Participation rate | 42.9% | 64.0%-21.2pp | 69.6%-26.7pp | 68.1%-25.2pp |
| Annual return | 18.70% | 19.21%-0.5pp | 20.57%-1.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,551 | $3,072-49.5% | $3,823-59.4% | $4,139-62.5% |
| Admin fee / account holder | $911 | $5,723-84.1% | $6,704-86.4% | $7,234-87.4% |