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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 | $27,250 | $93,346-70.8% | $71,796-62.0% | $273,972-90.1% |
| Participation rate | 42.1% | 76.5%-34.4pp | 69.1%-27.0pp | 83.0%-40.9pp |
| Annual return | 6.57% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,144 | $3,475-67.1% | $2,794-59.1% | $5,287-78.4% |
| Admin fee / account holder | $1,031 | $6,571-84.3% | $4,815-78.6% | $10,133-89.8% |