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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 | $19,139 | $81,331-76.5% | $155,534-87.7% | $80,935-76.4% |
| Participation rate | 56.4% | 66.3%-9.9pp | 78.2%-21.9pp | 67.7%-11.3pp |
| Annual return | 24.18% | 33.37%-9.2pp | 64.92%-40.7pp | 35.66%-11.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,335 | $3,454-61.4% | $5,630-76.3% | $4,299-69.0% |
| Admin fee / account holder | $491 | $7,999-93.9% | $15,900-96.9% | $6,924-92.9% |