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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 | $14,228 | $58,311-75.6% | $81,882-82.6% | $80,959-82.4% |
| Participation rate | 25.5% | 63.5%-38.0pp | 72.4%-46.9pp | 67.7%-42.1pp |
| Annual return | 13.82% | 41.85%-28.0pp | 779.47%-765.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $983 | $3,287-70.1% | $4,323-77.3% | $4,300-77.1% |
| Admin fee / account holder | $551 | $4,752-88.4% | $7,360-92.5% | $6,925-92.0% |