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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 | $12,480 | $78,690-84.1% | $161,489-92.3% | $87,485-85.7% |
| Participation rate | 32.1% | 67.5%-35.4pp | 78.7%-46.6pp | 68.9%-36.8pp |
| Annual return | 17.24% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,314 | $3,311-60.3% | $5,630-76.7% | $4,274-69.2% |
| Admin fee / account holder | $934 | $6,724-86.1% | $16,006-94.2% | $7,775-88.0% |