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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 | $21,547 | $56,060-61.6% | $76,002-71.6% | $80,874-73.4% |
| Participation rate | 21.8% | 62.0%-40.2pp | 69.1%-47.3pp | 67.6%-45.9pp |
| Annual return | 12.72% | 20.54%-7.8pp | 360.07%-347.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,042 | $3,051-65.9% | $4,257-75.5% | $4,297-75.7% |
| Admin fee / account holder | $2,527 | $5,237-51.8% | $6,414-60.6% | $6,935-63.6% |