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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 | $27,968 | $29,733-5.9% | $56,025-50.1% | $80,959-65.5% |
| Participation rate | 20.9% | 41.7%-20.8pp | 52.5%-31.6pp | 67.7%-46.8pp |
| Annual return | 15.02% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,052 | $1,229-14.5% | $1,955-46.2% | $4,300-75.5% |
| Admin fee / account holder | $855 | $2,434-64.9% | $2,828-69.8% | $6,925-87.6% |