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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 | $55,869 | $57,590-3.0% | $86,233-35.2% | $82,448-32.2% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.0%-54.7pp | 68.1%-53.8pp |
| Annual return | 20.94% | 22.41%-1.5pp | 61.39%-40.4pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,192 | $3,080-61.3% | $4,559-73.9% | $4,139-71.2% |
| Admin fee / account holder | $841 | $4,730-82.2% | $8,342-89.9% | $7,234-88.4% |