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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 | $38,460-53.2% | $97,032-81.4% | $65,191-72.4% |
| Participation rate | 16.5% | 23.6%-7.1pp | 71.6%-55.0pp | 63.0%-46.5pp |
| Annual return | 24.49% | 78.38%-53.9pp | 35.38%-10.9pp | 51.24%-26.7pp |
| Employer contribution / active EE | $0 | $532-99.9% | $2,629-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $766 | $957-20.0% | $4,672-83.6% | $2,671-71.3% |
| Admin fee / account holder | $1,779 | $2,414-26.3% | $9,418-81.1% | $907+96.2% |