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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 | $18,329 | $59,804-69.4% | $81,982-77.6% | $79,856-77.0% |
| Participation rate | 42.2% | 61.6%-19.4pp | 69.3%-27.0pp | 69.6%-27.4pp |
| Annual return | 12.05% | 17.56%-5.5pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,117 | $2,695-58.6% | $3,722-70.0% | $3,741-70.1% |
| Admin fee / account holder | $2,541 | $4,288-40.7% | $5,665-55.1% | $5,306-52.1% |