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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 | $17,851 | $58,264-69.4% | $86,617-79.4% | $71,495-75.0% |
| Participation rate | 17.1% | 65.0%-47.8pp | 71.7%-54.6pp | 67.9%-50.8pp |
| Annual return | 29.07% | 21.63%+7.4pp | 591.91%-562.8pp | 28.85%+0.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,490 | $3,436-56.7% | $4,437-66.4% | $4,291-65.3% |
| Admin fee / account holder | $2,910 | $1,057+175.3% | $5,613-48.1% | $1,588+83.3% |