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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 | $19,319 | $81,233-76.2% | $155,567-87.6% | $80,874-76.1% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 12.51% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,221 | $3,452-64.6% | $5,628-78.3% | $4,297-71.6% |
| Admin fee / account holder | $2,259 | $7,998-71.8% | $15,916-85.8% | $6,935-67.4% |