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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 | $16,629 | $85,171-80.5% | $172,752-90.4% | $72,975-77.2% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 19.64% | 27.32%-7.7pp | 802.97%-783.3pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,078 | $3,260-66.9% | $5,198-79.3% | $3,608-70.1% |
| Admin fee / account holder | $1,390 | $5,880-76.4% | $13,955-90.0% | $5,124-72.9% |