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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 | $10,404 | $36,595-71.6% | $88,179-88.2% | $71,012-85.3% |
| Participation rate | 5.6% | 29.2%-23.6pp | 69.1%-63.5pp | 58.6%-53.0pp |
| Annual return | 18.53% | 61.46%-42.9pp | 64.97%-46.4pp | 37.67%-19.1pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $162 | $1,195-86.5% | $4,614-96.5% | $3,246-95.0% |
| Admin fee / account holder | $1,326 | $2,755-51.9% | $7,673-82.7% | $1,167+13.6% |