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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 | $9,660 | $55,889-82.7% | $76,119-87.3% | $80,935-88.1% |
| Participation rate | 32.9% | 62.1%-29.2pp | 69.1%-36.2pp | 67.7%-34.8pp |
| Annual return | 25.48% | 20.58%+4.9pp | 361.25%-335.8pp | 35.66%-10.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,608 | $3,051-47.3% | $4,259-62.2% | $4,299-62.6% |
| Admin fee / account holder | $534 | $5,241-89.8% | $6,421-91.7% | $6,924-92.3% |