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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 | $37,274 | $49,657-24.9% | $93,063-59.9% | $67,986-45.2% |
| Participation rate | 21.9% | 49.9%-28.1pp | 72.1%-50.3pp | 57.2%-35.4pp |
| Annual return | 23.28% | 26.27%-3.0pp | 34.15%-10.9pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,109 | $2,484+25.2% | $3,958-21.4% | $3,358-7.4% |
| Admin fee / account holder | $1,178 | $2,843-58.6% | $6,033-80.5% | $3,203-63.2% |