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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 | $14,686 | $57,590-74.5% | $86,233-83.0% | $82,448-82.2% |
| Participation rate | 39.2% | 57.9%-18.7pp | 69.0%-29.8pp | 68.1%-28.9pp |
| Annual return | 18.13% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,427 | $3,080-53.7% | $4,559-68.7% | $4,139-65.5% |
| Admin fee / account holder | $1,152 | $4,730-75.7% | $8,342-86.2% | $7,234-84.1% |