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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 | $16,451 | $51,638-68.1% | $68,368-75.9% | $82,448-80.0% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.1pp | 68.1%-31.4pp |
| Annual return | 38.72% | 37.53%+1.2pp | 292.57%-253.9pp | 41.64%-2.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $853 | $2,914-70.7% | $4,123-79.3% | $4,139-79.4% |
| Admin fee / account holder | $4,709 | $4,643+1.4% | $5,150-8.6% | $7,234-34.9% |