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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 | $21,670 | $53,128-59.2% | $86,582-75.0% | $70,126-69.1% |
| Participation rate | 34.4% | 65.3%-30.9pp | 73.5%-39.1pp | 69.5%-35.1pp |
| Annual return | 13.90% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,051 | $2,695-61.0% | $3,609-70.9% | $3,332-68.4% |
| Admin fee / account holder | $682 | $3,584-81.0% | $4,904-86.1% | $4,645-85.3% |