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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 | $16,065 | $63,809-74.8% | $81,353-80.3% | $80,935-80.2% |
| Participation rate | 36.6% | 63.9%-27.3pp | 69.5%-33.0pp | 67.7%-31.1pp |
| Annual return | 17.20% | 16.37%+0.8pp | 24.82%-7.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,744 | $3,093-11.3% | $3,885-29.4% | $4,299-36.2% |
| Admin fee / account holder | $1,625 | $5,686-71.4% | $5,766-71.8% | $6,924-76.5% |