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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 | $18,012 | $40,566-55.6% | $96,754-81.4% | $64,728-72.2% |
| Participation rate | 16.5% | 24.8%-8.3pp | 70.3%-53.7pp | 57.9%-41.4pp |
| Annual return | 24.49% | 93.20%-68.7pp | 82.04%-57.5pp | 49.38%-24.9pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $766 | $933-17.9% | $4,758-83.9% | $2,729-72.0% |
| Admin fee / account holder | $1,779 | $2,770-35.8% | $8,905-80.0% | $1,145+55.4% |