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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 | $58,057-37.1% | $97,032-62.3% | $86,983-58.0% |
| Participation rate | 23.9% | 60.4%-36.5pp | 71.6%-47.7pp | 69.5%-45.7pp |
| Annual return | 16.61% | 22.26%-5.7pp | 35.38%-18.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,755 | $3,244-15.1% | $4,672-41.0% | $4,194-34.3% |
| Admin fee / account holder | $1,519 | $4,839-68.6% | $9,418-83.9% | $7,856-80.7% |