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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 | $39,028 | $84,953-54.1% | $163,379-76.1% | $82,637-52.8% |
| Participation rate | 23.0% | 65.9%-43.0pp | 76.8%-53.8pp | 68.1%-45.1pp |
| Annual return | 14.19% | 23.07%-8.9pp | 63.41%-49.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,494 | $4,326-65.5% | $6,282-76.2% | $4,126-63.8% |
| Admin fee / account holder | $1,096 | $7,921-86.2% | $9,818-88.8% | $7,339-85.1% |