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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 | $16,601 | $45,343-63.4% | $150,298-89.0% | $67,986-75.6% |
| Participation rate | 35.1% | 51.9%-16.8pp | 77.8%-42.7pp | 57.2%-22.1pp |
| Annual return | 13.10% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,849 | $2,055-10.0% | $5,453-66.1% | $3,358-45.0% |
| Admin fee / account holder | $2,617 | $2,250+16.3% | $14,116-81.5% | $3,203-18.3% |