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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 | $28,197 | $67,894-58.5% | $89,340-68.4% | $82,448-65.8% |
| Participation rate | 33.3% | 64.0%-30.7pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 25.15% | 19.21%+5.9pp | 20.57%+4.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,746 | $3,072-43.2% | $3,823-54.3% | $4,139-57.8% |
| Admin fee / account holder | $14,274 | $5,723+149.4% | $6,704+112.9% | $7,234+97.3% |