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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 | $25,595 | $49,897-48.7% | $80,648-68.3% | $75,177-66.0% |
| Participation rate | 18.8% | 55.3%-36.6pp | 67.0%-48.3pp | 67.2%-48.5pp |
| Annual return | 17.01% | 34.68%-17.7pp | 937.21%-920.2pp | 160.75%-143.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,617 | $2,992-46.0% | $4,443-63.6% | $4,126-60.8% |
| Admin fee / account holder | $1,868 | $3,579-47.8% | $5,382-65.3% | $5,651-66.9% |