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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 | $19,771 | $64,920-69.5% | $103,693-80.9% | $86,983-77.3% |
| Participation rate | 27.9% | 63.6%-35.7pp | 72.6%-44.7pp | 69.5%-41.6pp |
| Annual return | 14.00% | 30.29%-16.3pp | 47.61%-33.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,025 | $3,241-37.5% | $4,579-55.8% | $4,194-51.7% |
| Admin fee / account holder | $5,335 | $6,191-13.8% | $7,858-32.1% | $7,856-32.1% |