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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 | $63,949-42.9% | $129,031-71.7% | $94,015-61.1% |
| Participation rate | 23.9% | 63.4%-39.6pp | 73.4%-49.5pp | 70.8%-47.0pp |
| Annual return | 16.61% | 17.56%-1.0pp | 34.67%-18.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,755 | $3,686-25.3% | $5,217-47.2% | $4,249-35.2% |
| Admin fee / account holder | $1,519 | $5,523-72.5% | $13,208-88.5% | $8,951-83.0% |