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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 | $32,541 | $81,331-60.0% | $155,534-79.1% | $80,935-59.8% |
| Participation rate | 17.3% | 66.3%-49.0pp | 78.2%-60.9pp | 67.7%-50.4pp |
| Annual return | 15.37% | 33.37%-18.0pp | 64.92%-49.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,764 | $3,454-48.9% | $5,630-68.7% | $4,299-59.0% |
| Admin fee / account holder | $3,035 | $7,999-62.1% | $15,900-80.9% | $6,924-56.2% |