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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 | $52,107 | $48,011+8.5% | $63,803-18.3% | $82,637-36.9% |
| Participation rate | 17.9% | 66.6%-48.7pp | 72.7%-54.8pp | 68.1%-50.2pp |
| Annual return | 17.24% | 19.84%-2.6pp | 543.72%-526.5pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,584 | $2,846-9.2% | $3,843-32.8% | $4,126-37.4% |
| Admin fee / account holder | $20,699 | $3,873+434.4% | $5,196+298.3% | $7,339+182.0% |