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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 | $17,920 | $65,712-72.7% | $57,196-68.7% | $273,972-93.5% |
| Participation rate | 38.9% | 78.3%-39.4pp | 75.3%-36.4pp | 83.0%-44.1pp |
| Annual return | 10.35% | 22.01%-11.7pp | 14.59%-4.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,154 | $3,782-43.0% | $3,096-30.4% | $5,287-59.3% |
| Admin fee / account holder | $3,216 | $4,838-33.5% | $3,141+2.4% | $10,133-68.3% |