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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 | $25,090 | $99,995-74.9% | $85,063-70.5% | $145,978-82.8% |
| Participation rate | 47.8% | 74.1%-26.3pp | 67.5%-19.7pp | 80.3%-32.5pp |
| Annual return | 14.54% | 83.99%-69.4pp | 66.54%-52.0pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,547 | $5,295-51.9% | $4,523-43.7% | $6,690-61.9% |
| Admin fee / account holder | $8,093 | $7,255+11.5% | $6,155+31.5% | $13,400-39.6% |