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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 | $49,976-67.1% | $66,674-75.3% | $82,637-80.1% |
| Participation rate | 36.7% | 63.1%-26.4pp | 73.7%-37.0pp | 68.1%-31.4pp |
| Annual return | 38.72% | 39.09%-0.4pp | 321.24%-282.5pp | 53.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $853 | $2,847-70.0% | $4,084-79.1% | $4,126-79.3% |
| Admin fee / account holder | $4,709 | $4,594+2.5% | $5,098-7.6% | $7,339-35.8% |