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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 | $10,050 | $58,275-82.8% | $81,844-87.7% | $80,935-87.6% |
| Participation rate | 57.5% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 14.65% | 41.82%-27.2pp | 778.87%-764.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,975 | $3,285-9.4% | $4,323-31.2% | $4,299-30.8% |
| Admin fee / account holder | $400 | $4,749-91.6% | $7,355-94.6% | $6,924-94.2% |