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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 | $21,927 | $60,504-63.8% | $81,882-73.2% | $74,478-70.6% |
| Participation rate | 18.9% | 62.9%-44.0pp | 72.4%-53.5pp | 67.2%-48.3pp |
| Annual return | 15.81% | 16.91%-1.1pp | 779.47%-763.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,398 | $3,400-58.9% | $4,323-67.7% | $4,350-67.9% |
| Admin fee / account holder | $845 | $1,492-43.4% | $7,360-88.5% | $1,946-56.6% |