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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 | $7,876 | $51,638-84.7% | $68,368-88.5% | $82,448-90.4% |
| Participation rate | 35.4% | 63.6%-28.2pp | 73.8%-38.4pp | 68.1%-32.7pp |
| Annual return | 32.36% | 37.53%-5.2pp | 292.57%-260.2pp | 41.64%-9.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $2,914-46.3% | $4,123-62.0% | $4,139-62.2% |
| Admin fee / account holder | $663 | $4,643-85.7% | $5,150-87.1% | $7,234-90.8% |