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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 | $26,703 | $72,492-63.2% | $87,104-69.3% | $72,975-63.4% |
| Participation rate | 62.7% | 72.8%-10.1pp | 76.9%-14.1pp | 69.5%-6.7pp |
| Annual return | 56.49% | 24.46%+32.0pp | 28.19%+28.3pp | 81.01%-24.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,407 | $3,270-26.4% | $4,048-40.5% | $3,608-33.3% |
| Admin fee / account holder | $848 | $5,055-83.2% | $7,491-88.7% | $5,124-83.4% |