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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 | $27,562 | $80,753-65.9% | $136,298-79.8% | $62,293-55.8% |
| Participation rate | 47.1% | 73.5%-26.5pp | 81.9%-34.9pp | 69.5%-22.5pp |
| Annual return | 19.32% | 35.83%-16.5pp | 5156.27%-5136.9pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,686 | $5,164-28.6% | $6,247-41.0% | $3,169+16.3% |
| Admin fee / account holder | $2,265 | $525+331.0% | $9,244-75.5% | $479+372.5% |