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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 | $6,840 | $75,541-90.9% | $152,093-95.5% | $82,637-91.7% |
| Participation rate | 28.2% | 66.5%-38.3pp | 77.8%-49.6pp | 68.1%-39.8pp |
| Annual return | 22.28% | 32.56%-10.3pp | 66.36%-44.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,334 | $3,206-58.4% | $5,451-75.5% | $4,126-67.7% |
| Admin fee / account holder | $1,605 | $6,405-74.9% | $14,497-88.9% | $7,339-78.1% |