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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 | $21,709 | $55,889-61.2% | $76,119-71.5% | $80,935-73.2% |
| Participation rate | 46.3% | 62.1%-15.7pp | 69.1%-22.7pp | 67.7%-21.3pp |
| Annual return | 15.36% | 20.58%-5.2pp | 361.25%-345.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,328 | $3,051+9.1% | $4,259-21.9% | $4,299-22.6% |
| Admin fee / account holder | $621 | $5,241-88.1% | $6,421-90.3% | $6,924-91.0% |