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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 | $16,748 | $55,470-69.8% | $155,556-89.2% | $74,478-77.5% |
| Participation rate | 22.3% | 61.9%-39.6pp | 78.2%-56.0pp | 67.2%-45.0pp |
| Annual return | 13.24% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $922 | $2,838-67.5% | $5,631-83.6% | $4,350-78.8% |
| Admin fee / account holder | $1,228 | $1,744-29.6% | $15,885-92.3% | $1,946-36.9% |