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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 | $34,633 | $95,406-63.7% | $185,849-81.4% | $85,847-59.7% |
| Participation rate | 13.6% | 68.8%-55.2pp | 81.7%-68.1pp | 69.3%-55.8pp |
| Annual return | 16.97% | 23.59%-6.6pp | 122.10%-105.1pp | 318.61%-301.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $993 | $3,424-71.0% | $5,569-82.2% | $3,952-74.9% |
| Admin fee / account holder | $1,615 | $7,214-77.6% | $16,244-90.1% | $6,261-74.2% |