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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 | $7,764 | $51,638-85.0% | $68,368-88.6% | $82,448-90.6% |
| Participation rate | 39.5% | 63.6%-24.1pp | 73.8%-34.3pp | 68.1%-28.6pp |
| Annual return | 19.80% | 37.53%-17.7pp | 292.57%-272.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,202 | $2,914-24.4% | $4,123-46.6% | $4,139-46.8% |
| Admin fee / account holder | $835 | $4,643-82.0% | $5,150-83.8% | $7,234-88.5% |