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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 | $17,394 | $107,809-83.9% | $97,032-82.1% | $155,188-88.8% |
| Participation rate | 30.0% | 75.5%-45.5pp | 71.6%-41.6pp | 80.8%-50.8pp |
| Annual return | 16.78% | 38.06%-21.3pp | 35.38%-18.6pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,541 | $5,129-70.0% | $4,672-67.0% | $6,531-76.4% |
| Admin fee / account holder | $352 | $10,717-96.7% | $9,418-96.3% | $14,480-97.6% |