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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 | $13,803 | $60,139-77.0% | $90,461-84.7% | $79,856-82.7% |
| Participation rate | 58.5% | 65.0%-6.5pp | 72.7%-14.2pp | 69.6%-11.1pp |
| Annual return | 16.44% | 71.96%-55.5pp | 1294.76%-1278.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,077 | $2,939-63.4% | $3,964-72.8% | $3,741-71.2% |
| Admin fee / account holder | $789 | $3,978-80.2% | $5,617-86.0% | $5,306-85.1% |