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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 | $26,109 | $78,520-66.7% | $96,576-73.0% | $82,448-68.3% |
| Participation rate | 39.3% | 77.7%-38.4pp | 81.4%-42.1pp | 68.1%-28.7pp |
| Annual return | 17.70% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,680 | $6,754-45.5% | $7,956-53.8% | $4,139-11.1% |
| Admin fee / account holder | $7,712 | $13,455-42.7% | $11,381-32.2% | $7,234+6.6% |