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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 | $12,478 | $47,479-73.7% | $62,929-80.2% | $82,448-84.9% |
| Participation rate | 19.7% | 66.9%-47.1pp | 73.1%-53.4pp | 68.1%-48.3pp |
| Annual return | 21.70% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,173 | $2,870-59.1% | $3,888-69.8% | $4,139-71.7% |
| Admin fee / account holder | $660 | $3,804-82.6% | $5,065-87.0% | $7,234-90.9% |