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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 | $12,042 | $81,262-85.2% | $155,602-92.3% | $80,911-85.1% |
| Participation rate | 54.3% | 66.2%-12.0pp | 78.2%-23.9pp | 67.6%-13.4pp |
| Annual return | 11.35% | 33.34%-22.0pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,184 | $3,451-65.7% | $5,629-79.0% | $4,297-72.5% |
| Admin fee / account holder | $402 | $7,992-95.0% | $15,923-97.5% | $6,935-94.2% |