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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 | $33,518 | $64,920-48.4% | $103,693-67.7% | $86,983-61.5% |
| Participation rate | 41.2% | 63.6%-22.4pp | 72.6%-31.5pp | 69.5%-28.4pp |
| Annual return | 15.99% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,268 | $3,241+0.8% | $4,579-28.6% | $4,194-22.1% |
| Admin fee / account holder | $3,706 | $6,191-40.1% | $7,858-52.8% | $7,856-52.8% |