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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 | $23,460 | $99,875-76.5% | $146,866-84.0% | $86,983-73.0% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.5%-43.1pp | 69.5%-30.1pp |
| Annual return | 19.13% | 28.10%-9.0pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,341 | $6,322-47.1% | $7,759-56.9% | $4,194-20.3% |
| Admin fee / account holder | $340 | $7,838-95.7% | $13,620-97.5% | $7,856-95.7% |