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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 | $14,215 | $55,889-74.6% | $76,119-81.3% | $80,935-82.4% |
| Participation rate | 35.1% | 62.1%-27.0pp | 69.1%-34.0pp | 67.7%-32.6pp |
| Annual return | 22.81% | 20.58%+2.2pp | 361.25%-338.4pp | 35.66%-12.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,050 | $3,051-32.8% | $4,259-51.9% | $4,299-52.3% |
| Admin fee / account holder | $1,779 | $5,241-66.1% | $6,421-72.3% | $6,924-74.3% |