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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 | $23,591 | $48,118-51.0% | $136,833-82.8% | $94,015-74.9% |
| Participation rate | 5.5% | 47.4%-41.9pp | 59.0%-53.5pp | 70.8%-65.3pp |
| Annual return | 19.76% | 14.65%+5.1pp | 35.32%-15.6pp | 17.84%+1.9pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $460 | $1,651-72.2% | $2,441-81.2% | $4,249-89.2% |
| Admin fee / account holder | $316 | $3,059-89.7% | $4,706-93.3% | $8,951-96.5% |