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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 | $51,820 | $54,541-5.0% | $78,778-34.2% | $70,126-26.1% |
| Participation rate | 30.4% | 60.8%-30.4pp | 69.2%-38.8pp | 69.5%-39.1pp |
| Annual return | 16.25% | 21.07%-4.8pp | 35.62%-19.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,762 | $2,210-20.3% | $2,958-40.4% | $3,332-47.1% |
| Admin fee / account holder | $750 | $3,709-79.8% | $5,134-85.4% | $4,645-83.9% |