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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 | $32,481 | $72,492-55.2% | $87,102-62.7% | $72,983-55.5% |
| Participation rate | 29.4% | 72.8%-43.4pp | 76.9%-47.5pp | 69.5%-40.1pp |
| Annual return | 25.13% | 24.46%+0.7pp | 28.19%-3.1pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,078 | $3,270-5.9% | $4,048-24.0% | $3,608-14.7% |
| Admin fee / account holder | $1,701 | $5,055-66.4% | $7,491-77.3% | $5,124-66.8% |