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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 | $58,848-5.1% | $88,179-36.6% | $82,637-32.4% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.1%-54.9pp | 68.1%-53.8pp |
| Annual return | 20.94% | 22.76%-1.8pp | 64.97%-44.0pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,192 | $3,124-61.8% | $4,614-74.2% | $4,126-71.1% |
| Admin fee / account holder | $841 | $4,795-82.5% | $7,673-89.0% | $7,339-88.5% |