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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 | $69,273-76.1% | $90,796-81.7% | $82,637-79.9% |
| Participation rate | 42.9% | 64.0%-21.2pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 18.70% | 18.37%+0.3pp | 19.29%-0.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,551 | $3,047-49.1% | $3,822-59.4% | $4,126-62.4% |
| Admin fee / account holder | $911 | $5,511-83.5% | $7,024-87.0% | $7,339-87.6% |