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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 | $109,469 | $72,027+52.0% | $185,861-41.1% | $79,856+37.1% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.8pp | 69.6%-30.4pp |
| Annual return | 11.62% | 23.13%-11.5pp | 35.96%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,260 | $3,780-66.7% | $5,634-77.6% | $3,741-66.3% |
| Admin fee / account holder | $1,927 | $4,513-57.3% | $9,503-79.7% | $5,306-63.7% |