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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 | $24,337 | $48,078-49.4% | $78,676-69.1% | $62,881-61.3% |
| Participation rate | 42.9% | 65.2%-22.3pp | 73.6%-30.7pp | 69.3%-26.4pp |
| Annual return | 10.25% | 31.36%-21.1pp | 62.19%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,542 | $2,587-40.4% | $3,517-56.2% | $3,203-51.9% |
| Admin fee / account holder | $1,019 | $3,206-68.2% | $4,510-77.4% | $4,296-76.3% |