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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 | $58,258-74.2% | $81,820-81.6% | $80,925-81.4% |
| Participation rate | 25.6% | 63.5%-37.9pp | 72.4%-46.8pp | 67.7%-42.1pp |
| Annual return | 13.68% | 41.76%-28.1pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,154 | $3,284-34.4% | $4,323-50.2% | $4,299-49.9% |
| Admin fee / account holder | $3,112 | $4,976-37.5% | $7,391-57.9% | $6,940-55.2% |