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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 | $32,073 | $53,128-39.6% | $86,582-63.0% | $70,126-54.3% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 17.77% | 27.66%-9.9pp | 965.08%-947.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,270 | $2,695-52.9% | $3,609-64.8% | $3,332-61.9% |
| Admin fee / account holder | $577 | $3,584-83.9% | $4,904-88.2% | $4,645-87.6% |