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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 | $14,072 | $81,358-82.7% | $155,556-91.0% | $80,959-82.6% |
| Participation rate | 14.3% | 66.3%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 14.24% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,376 | $3,455-60.2% | $5,631-75.6% | $4,300-68.0% |
| Admin fee / account holder | $371 | $7,994-95.4% | $15,885-97.7% | $6,925-94.6% |