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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 | $25,901 | $48,053-46.1% | $84,637-69.4% | $72,976-64.5% |
| Participation rate | 38.9% | 57.6%-18.7pp | 68.2%-29.3pp | 69.5%-30.6pp |
| Annual return | 26.58% | 37.39%-10.8pp | 258.82%-232.2pp | 81.02%-54.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,898 | $2,681+8.1% | $3,900-25.7% | $3,608-19.7% |
| Admin fee / account holder | $1,388 | $3,395-59.1% | $4,914-71.8% | $5,124-72.9% |