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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 | $25,966 | $65,041-60.1% | $90,965-71.5% | $79,858-67.5% |
| Participation rate | 23.1% | 61.6%-38.5pp | 69.0%-45.9pp | 69.6%-46.6pp |
| Annual return | 15.92% | 30.45%-14.5pp | 134.57%-118.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,460 | $2,512-2.1% | $3,373-27.1% | $3,740-34.2% |
| Admin fee / account holder | $2,687 | $4,536-40.8% | $5,960-54.9% | $5,306-49.4% |