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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 | $15,022 | $58,311-74.2% | $81,882-81.7% | $80,959-81.4% |
| Participation rate | 25.6% | 63.5%-37.9pp | 72.4%-46.8pp | 67.7%-42.1pp |
| Annual return | 13.68% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,154 | $3,287-34.5% | $4,323-50.2% | $4,300-49.9% |
| Admin fee / account holder | $3,112 | $4,752-34.5% | $7,360-57.7% | $6,925-55.1% |