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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 | $17,974 | $51,638-65.2% | $68,368-73.7% | $82,448-78.2% |
| Participation rate | 53.8% | 63.6%-9.8pp | 73.8%-19.9pp | 68.1%-14.2pp |
| Annual return | 13.94% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,078 | $2,914-63.0% | $4,123-73.9% | $4,139-74.0% |
| Admin fee / account holder | $2,918 | $4,643-37.1% | $5,150-43.3% | $7,234-59.7% |