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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 | $20,507 | $51,649-60.3% | $124,206-83.5% | $64,097-68.0% |
| Participation rate | 29.5% | 45.2%-15.7pp | 69.6%-40.1pp | 55.2%-25.7pp |
| Annual return | 19.38% | 19.98%-0.6pp | 515.27%-495.9pp | 34.64%-15.3pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,495 | $2,165-30.9% | $3,968-62.3% | $3,080-51.5% |
| Admin fee / account holder | $1,128 | $4,237-73.4% | $5,929-81.0% | $3,454-67.4% |