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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 | $24,374 | $53,128-54.1% | $86,582-71.8% | $70,126-65.2% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 22.65% | 27.66%-5.0pp | 965.08%-942.4pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,967 | $2,695-27.0% | $3,609-45.5% | $3,332-41.0% |
| Admin fee / account holder | $341 | $3,584-90.5% | $4,904-93.0% | $4,645-92.7% |