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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 | $19,572 | $48,364-59.5% | $71,796-72.7% | $62,881-68.9% |
| Participation rate | 40.3% | 60.6%-20.3pp | 69.1%-28.8pp | 69.3%-29.0pp |
| Annual return | 7.54% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,306 | $2,091-37.5% | $2,794-53.3% | $3,203-59.2% |
| Admin fee / account holder | $2,662 | $3,771-29.4% | $4,815-44.7% | $4,296-38.0% |