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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 | $21,221 | $61,125-65.3% | $94,057-77.4% | $87,485-75.7% |
| Participation rate | 32.0% | 64.1%-32.1pp | 73.3%-41.3pp | 68.9%-36.9pp |
| Annual return | 19.55% | 35.20%-15.6pp | 480.62%-461.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,776 | $3,260-45.5% | $4,709-62.3% | $4,274-58.4% |
| Admin fee / account holder | $302 | $5,629-94.6% | $7,244-95.8% | $7,775-96.1% |