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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 | $22,395 | $83,337-73.1% | $67,834-67.0% | $273,972-91.8% |
| Participation rate | 57.9% | 76.4%-18.5pp | 68.8%-10.9pp | 83.0%-25.1pp |
| Annual return | 6.98% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,480 | $4,088-63.8% | $3,160-53.2% | $5,287-72.0% |
| Admin fee / account holder | $1,196 | $6,752-82.3% | $4,622-74.1% | $10,133-88.2% |