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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 | $27,695 | $76,407-63.8% | $150,298-81.6% | $82,448-66.4% |
| Participation rate | 19.5% | 66.4%-46.9pp | 77.8%-58.2pp | 68.1%-48.6pp |
| Annual return | 15.10% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,557 | $3,214-20.5% | $5,453-53.1% | $4,139-38.2% |
| Admin fee / account holder | $4,460 | $6,352-29.8% | $14,116-68.4% | $7,234-38.3% |