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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 | $22,533 | $63,809-64.7% | $81,353-72.3% | $80,935-72.2% |
| Participation rate | 37.7% | 63.9%-26.2pp | 69.5%-31.8pp | 67.7%-29.9pp |
| Annual return | 13.62% | 16.37%-2.8pp | 24.82%-11.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,507 | $3,093-51.3% | $3,885-61.2% | $4,299-64.9% |
| Admin fee / account holder | $3,359 | $5,686-40.9% | $5,766-41.7% | $6,924-51.5% |