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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 | $57,301 | $51,184+12.0% | $66,439-13.8% | $86,983-34.1% |
| Participation rate | 29.9% | 68.5%-38.6pp | 74.5%-44.6pp | 69.5%-39.7pp |
| Annual return | 12.58% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,031 | $2,927-64.8% | $3,876-73.4% | $4,194-75.4% |
| Admin fee / account holder | $985 | $4,154-76.3% | $6,173-84.0% | $7,856-87.5% |