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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 | $60,442-75.7% | $96,754-84.8% | $87,485-83.2% |
| Participation rate | 39.2% | 58.7%-19.5pp | 70.3%-31.1pp | 68.9%-29.7pp |
| Annual return | 18.13% | 21.97%-3.8pp | 82.04%-63.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,427 | $3,280-56.5% | $4,758-70.0% | $4,274-66.6% |
| Admin fee / account holder | $1,152 | $5,069-77.3% | $8,905-87.1% | $7,775-85.2% |