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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 | $60,393-63.7% | $81,820-73.2% | $74,429-70.5% |
| Participation rate | 18.9% | 62.9%-44.0pp | 72.4%-53.5pp | 67.2%-48.3pp |
| Annual return | 15.81% | 16.89%-1.1pp | 777.93%-762.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,398 | $3,397-58.8% | $4,323-67.7% | $4,348-67.8% |
| Admin fee / account holder | $845 | $1,491-43.3% | $7,391-88.6% | $1,944-56.6% |