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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 | $29,864 | $83,337-64.2% | $67,834-56.0% | $273,972-89.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 68.8%-48.8pp | 83.0%-63.0pp |
| Annual return | 8.58% | 259.45%-250.9pp | 138.47%-129.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,598 | $4,088-60.9% | $3,160-49.4% | $5,287-69.8% |
| Admin fee / account holder | $1,500 | $6,752-77.8% | $4,622-67.6% | $10,133-85.2% |