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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 | $4,953 | $49,976-90.1% | $66,674-92.6% | $82,637-94.0% |
| Participation rate | 37.5% | 63.1%-25.6pp | 73.7%-36.2pp | 68.1%-30.6pp |
| Annual return | 16.74% | 39.09%-22.4pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,673 | $2,847-41.2% | $4,084-59.0% | $4,126-59.4% |
| Admin fee / account holder | $365 | $4,594-92.1% | $5,098-92.8% | $7,339-95.0% |