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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 | $12,543 | $57,119-78.0% | $85,187-85.3% | $80,935-84.5% |
| Participation rate | 14.5% | 56.4%-41.9pp | 67.5%-53.0pp | 67.7%-53.2pp |
| Annual return | 15.79% | 21.70%-5.9pp | 66.67%-50.9pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,776 | $3,115-43.0% | $4,525-60.7% | $4,299-58.7% |
| Admin fee / account holder | $2,012 | $4,990-59.7% | $6,162-67.4% | $6,924-70.9% |