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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 | $36,537 | $58,848-37.9% | $88,179-58.6% | $82,637-55.8% |
| Participation rate | 23.9% | 57.9%-34.0pp | 69.1%-45.3pp | 68.1%-44.2pp |
| Annual return | 16.61% | 22.76%-6.1pp | 64.97%-48.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,755 | $3,124-11.8% | $4,614-40.3% | $4,126-33.2% |
| Admin fee / account holder | $1,519 | $4,795-68.3% | $7,673-80.2% | $7,339-79.3% |