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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 | $24,408 | $78,690-69.0% | $161,489-84.9% | $87,485-72.1% |
| Participation rate | 44.4% | 67.5%-23.0pp | 78.7%-34.3pp | 68.9%-24.5pp |
| Annual return | 17.19% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,508 | $3,311-24.3% | $5,630-55.5% | $4,274-41.3% |
| Admin fee / account holder | $1,154 | $6,724-82.8% | $16,006-92.8% | $7,775-85.2% |