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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 | $24,415 | $82,678-70.5% | $125,391-80.5% | $68,490-64.4% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | 8.13% | -5.97%+14.1pp | 572.41%-564.3pp | -7.85%+16.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,668 | $6,111-40.0% | $7,448-50.7% | $4,028-8.9% |
| Admin fee / account holder | $1,421 | $6,277-77.4% | $10,009-85.8% | $5,403-73.7% |