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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 | $25,644 | $48,364-47.0% | $71,796-64.3% | $62,881-59.2% |
| Participation rate | 53.8% | 60.6%-6.8pp | 69.1%-15.3pp | 69.3%-15.5pp |
| Annual return | 10.81% | 13.16%-2.3pp | 78.04%-67.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,661 | $2,091-20.6% | $2,794-40.5% | $3,203-48.1% |
| Admin fee / account holder | $900 | $3,771-76.1% | $4,815-81.3% | $4,296-79.1% |