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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 | $14,403 | $54,757-73.7% | $90,304-84.1% | $72,975-80.3% |
| Participation rate | 41.2% | 65.2%-24.0pp | 73.3%-32.1pp | 69.5%-28.3pp |
| Annual return | 23.75% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,360 | $2,887-52.9% | $3,885-65.0% | $3,608-62.3% |
| Admin fee / account holder | $902 | $3,973-77.3% | $5,354-83.1% | $5,124-82.4% |