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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 | $31,442 | $51,638-39.1% | $129,406-75.7% | $80,959-61.2% |
| Participation rate | 20.5% | 56.9%-36.4pp | 69.6%-49.2pp | 67.7%-47.2pp |
| Annual return | 15.08% | 20.78%-5.7pp | 9468.18%-9453.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,258 | $2,670-52.9% | $4,167-69.8% | $4,300-70.7% |
| Admin fee / account holder | $420 | $4,313-90.3% | $7,689-94.5% | $6,925-93.9% |