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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 | $18,296 | $29,319-37.6% | $52,425-65.1% | $82,448-77.8% |
| Participation rate | 10.3% | 46.9%-36.6pp | 55.6%-45.4pp | 68.1%-57.8pp |
| Annual return | 28.23% | 535.20%-507.0pp | 302.12%-273.9pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $522 | $1,171-55.4% | $1,790-70.8% | $4,139-87.4% |
| Admin fee / account holder | $1,975 | $1,962+0.6% | $2,495-20.9% | $7,234-72.7% |