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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 | $8,899 | $45,343-80.4% | $150,298-94.1% | $67,986-86.9% |
| Participation rate | 24.7% | 51.9%-27.2pp | 77.8%-53.1pp | 57.2%-32.5pp |
| Annual return | 17.69% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $932 | $2,055-54.6% | $5,453-82.9% | $3,358-72.3% |
| Admin fee / account holder | $1,060 | $2,250-52.9% | $14,116-92.5% | $3,203-66.9% |