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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 | $9,332 | $51,202-81.8% | $70,548-86.8% | $75,181-87.6% |
| Participation rate | 36.8% | 61.0%-24.1pp | 68.3%-31.5pp | 67.2%-30.4pp |
| Annual return | 14.32% | 30.05%-15.7pp | 32.78%-18.5pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $962 | $2,850-66.2% | $4,567-78.9% | $4,126-76.7% |
| Admin fee / account holder | $2,190 | $4,094-46.5% | $6,424-65.9% | $5,650-61.2% |