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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 | $32,426 | $81,358-60.1% | $155,556-79.2% | $80,959-59.9% |
| Participation rate | 14.0% | 66.3%-52.3pp | 78.2%-64.3pp | 67.7%-53.7pp |
| Annual return | 13.93% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,487 | $3,455-28.0% | $5,631-55.8% | $4,300-42.2% |
| Admin fee / account holder | $5,265 | $7,994-34.1% | $15,885-66.9% | $6,925-24.0% |