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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 | $18,060 | $81,233-77.8% | $155,567-88.4% | $80,874-77.7% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.6%-36.6pp |
| Annual return | 16.51% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,836 | $3,452-46.8% | $5,628-67.4% | $4,297-57.3% |
| Admin fee / account holder | $702 | $7,998-91.2% | $15,916-95.6% | $6,935-89.9% |