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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 | $23,873 | $55,684-57.1% | $75,900-68.5% | $72,976-67.3% |
| Participation rate | 31.9% | 61.1%-29.3pp | 69.3%-37.4pp | 69.5%-37.6pp |
| Annual return | 22.25% | 27.60%-5.3pp | 30.73%-8.5pp | 81.02%-58.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,690 | $2,634-35.8% | $3,604-53.1% | $3,608-53.2% |
| Admin fee / account holder | $2,989 | $3,981-24.9% | $5,421-44.9% | $5,124-41.7% |