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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 | $49,976-64.0% | $66,674-73.0% | $82,637-78.2% |
| Participation rate | 53.8% | 63.1%-9.2pp | 73.7%-19.8pp | 68.1%-14.2pp |
| Annual return | 13.94% | 39.09%-25.2pp | 321.24%-307.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,078 | $2,847-62.1% | $4,084-73.6% | $4,126-73.9% |
| Admin fee / account holder | $2,918 | $4,594-36.5% | $5,098-42.8% | $7,339-60.2% |