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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 | $17,281 | $51,638-66.5% | $68,368-74.7% | $82,448-79.0% |
| Participation rate | 26.4% | 63.6%-37.2pp | 73.8%-47.3pp | 68.1%-41.7pp |
| Annual return | 33.65% | 37.53%-3.9pp | 292.57%-258.9pp | 41.64%-8.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $652 | $2,914-77.6% | $4,123-84.2% | $4,139-84.2% |
| Admin fee / account holder | $2,380 | $4,643-48.7% | $5,150-53.8% | $7,234-67.1% |