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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 | $27,891 | $102,422-72.8% | $147,117-81.0% | $80,959-65.5% |
| Participation rate | 19.8% | 75.9%-56.1pp | 82.2%-62.4pp | 67.7%-47.9pp |
| Annual return | 16.85% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,901 | $6,652-56.4% | $8,065-64.0% | $4,300-32.5% |
| Admin fee / account holder | $7,947 | $7,953-0.1% | $12,993-38.8% | $6,925+14.8% |