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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 | $36,890 | $78,015-52.7% | $178,505-79.3% | $80,959-54.4% |
| Participation rate | 44.1% | 65.7%-21.6pp | 77.1%-33.1pp | 67.7%-23.6pp |
| Annual return | 18.13% | 18.10%0pp | 27.16%-9.0pp | 35.67%-17.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,163 | $4,406-50.9% | $6,280-65.6% | $4,300-49.7% |
| Admin fee / account holder | $1,317 | $7,160-81.6% | $10,428-87.4% | $6,925-81.0% |