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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 | $30,808 | $76,407-59.7% | $150,298-79.5% | $82,448-62.6% |
| Participation rate | 32.3% | 66.4%-34.1pp | 77.8%-45.5pp | 68.1%-35.8pp |
| Annual return | 20.75% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | -$21 | $2,614-100.8% | $4,154-100.5% | $2,551-100.8% |
| Participant deferral / active EE | $2,769 | $3,214-13.9% | $5,453-49.2% | $4,139-33.1% |
| Admin fee / account holder | $388 | $6,352-93.9% | $14,116-97.2% | $7,234-94.6% |