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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 | $21,555 | $36,767-41.4% | $81,473-73.5% | $62,293-65.4% |
| Participation rate | 22.6% | 54.4%-31.8pp | 68.0%-45.3pp | 69.5%-46.9pp |
| Annual return | 19.43% | 173.80%-154.4pp | 38.78%-19.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,897 | $2,111+37.3% | $3,537-18.1% | $3,169-8.6% |
| Admin fee / account holder | $7,702 | $797+866.2% | $4,561+68.9% | $479+1506.9% |