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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 | $23,191 | $75,183-69.2% | $123,894-81.3% | $55,167-58.0% |
| Participation rate | 25.7% | 72.8%-47.1pp | 81.4%-55.7pp | 69.0%-43.3pp |
| Annual return | 17.69% | 19.01%-1.3pp | 47.52%-29.8pp | 169.23%-151.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,537 | $5,084-50.1% | $5,984-57.6% | $3,054-16.9% |
| Admin fee / account holder | $3,252 | $663+390.8% | $8,357-61.1% | $504+545.3% |