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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 | $25,737 | $123,155-79.1% | $108,753-76.3% | $155,188-83.4% |
| Participation rate | 47.8% | 75.6%-27.8pp | 71.1%-23.3pp | 80.8%-33.0pp |
| Annual return | 15.88% | 44.73%-28.9pp | 37.47%-21.6pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,752 | $4,623-62.1% | $4,115-57.4% | $6,531-73.2% |
| Admin fee / account holder | $544 | $12,126-95.5% | $10,320-94.7% | $14,480-96.2% |