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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 | $7,922 | $75,541-89.5% | $152,093-94.8% | $82,637-90.4% |
| Participation rate | 41.4% | 66.5%-25.2pp | 77.8%-36.4pp | 68.1%-26.7pp |
| Annual return | 24.08% | 32.56%-8.5pp | 66.36%-42.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,114 | $3,206-34.0% | $5,451-61.2% | $4,126-48.8% |
| Admin fee / account holder | $911 | $6,405-85.8% | $14,497-93.7% | $7,339-87.6% |