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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 | $25,820 | $58,258-55.7% | $81,820-68.4% | $80,925-68.1% |
| Participation rate | 40.7% | 63.5%-22.8pp | 72.4%-31.7pp | 67.7%-27.0pp |
| Annual return | 15.22% | 41.76%-26.5pp | 777.93%-762.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,151 | $3,284-34.5% | $4,323-50.2% | $4,299-50.0% |
| Admin fee / account holder | $845 | $4,976-83.0% | $7,391-88.6% | $6,940-87.8% |