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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 | $15,144 | $81,331-81.4% | $155,534-90.3% | $80,935-81.3% |
| Participation rate | 61.9% | 66.3%-4.3pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 14.00% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,638 | $3,454-52.6% | $5,630-70.9% | $4,299-61.9% |
| Admin fee / account holder | $763 | $7,999-90.5% | $15,900-95.2% | $6,924-89.0% |