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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 | $9,706 | $54,357-82.1% | $82,706-88.3% | $68,495-85.8% |
| Participation rate | 27.5% | 63.9%-36.4pp | 72.6%-45.1pp | 67.9%-40.4pp |
| Annual return | 24.45% | -13.67%+38.1pp | 701.76%-677.3pp | -7.84%+32.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,802 | $3,246-44.5% | $4,394-59.0% | $4,028-55.3% |
| Admin fee / account holder | $629 | $4,396-85.7% | $5,329-88.2% | $5,403-88.4% |