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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 | $17,078 | $75,541-77.4% | $152,093-88.8% | $82,637-79.3% |
| Participation rate | 35.7% | 66.5%-30.8pp | 77.8%-42.1pp | 68.1%-32.3pp |
| Annual return | 14.68% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,530 | $3,206-21.1% | $5,451-53.6% | $4,126-38.7% |
| Admin fee / account holder | $1,799 | $6,405-71.9% | $14,497-87.6% | $7,339-75.5% |