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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 | $24,880 | $70,418-64.7% | $96,570-74.2% | $85,847-71.0% |
| Participation rate | 55.9% | 61.8%-5.9pp | 69.8%-13.9pp | 69.3%-13.4pp |
| Annual return | 12.13% | 18.59%-6.5pp | 37.79%-25.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $10 | $1,413-99.3% | $2,357-99.6% | $2,565-99.6% |
| Participant deferral / active EE | $1,554 | $2,894-46.3% | $3,849-59.6% | $3,952-60.7% |
| Admin fee / account holder | $1,911 | $4,995-61.8% | $6,182-69.1% | $6,261-69.5% |