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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 | $21,890 | $77,896-71.9% | $134,172-83.7% | $82,448-73.4% |
| Participation rate | 35.1% | 62.8%-27.7pp | 72.5%-37.4pp | 68.1%-33.0pp |
| Annual return | 16.36% | 18.21%-1.9pp | 25.30%-8.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,189 | $3,162-62.4% | $4,690-74.6% | $4,139-71.3% |
| Admin fee / account holder | $2,096 | $6,336-66.9% | $12,016-82.6% | $7,234-71.0% |