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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 | $25,284 | $81,358-68.9% | $155,556-83.7% | $80,959-68.8% |
| Participation rate | 21.9% | 66.3%-44.4pp | 78.2%-56.3pp | 67.7%-45.8pp |
| Annual return | 15.04% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $975 | $3,455-71.8% | $5,631-82.7% | $4,300-77.3% |
| Admin fee / account holder | $594 | $7,994-92.6% | $15,885-96.3% | $6,925-91.4% |