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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 | $16,836 | $61,356-72.6% | $149,696-88.8% | $71,511-76.5% |
| Participation rate | 34.3% | 62.5%-28.2pp | 78.8%-44.5pp | 67.9%-33.6pp |
| Annual return | 35.66% | 35.86%-0.2pp | 134.46%-98.8pp | 28.86%+6.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,777 | $2,920+29.4% | $5,682-33.5% | $4,291-12.0% |
| Admin fee / account holder | $1,402 | $1,263+11.0% | $13,212-89.4% | $1,588-11.8% |