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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 | $15,245 | $81,358-81.3% | $155,556-90.2% | $80,959-81.2% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 20.50% | 33.39%-12.9pp | 64.84%-44.3pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,575 | $3,455-54.4% | $5,631-72.0% | $4,300-63.4% |
| Admin fee / account holder | $3,057 | $7,994-61.8% | $15,885-80.8% | $6,925-55.9% |