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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 | $20,944 | $58,258-64.1% | $81,820-74.4% | $80,925-74.1% |
| Participation rate | 32.4% | 63.5%-31.0pp | 72.4%-40.0pp | 67.7%-35.2pp |
| Annual return | 14.28% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,038 | $3,284-37.9% | $4,323-52.8% | $4,299-52.6% |
| Admin fee / account holder | $366 | $4,976-92.6% | $7,391-95.0% | $6,940-94.7% |