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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 | $26,644 | $124,346-78.6% | $111,306-76.1% | $167,553-84.1% |
| Participation rate | 20.0% | 79.6%-59.6pp | 77.3%-57.3pp | 82.1%-62.1pp |
| Annual return | 15.52% | 37.46%-21.9pp | 54.67%-39.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,840 | $5,182-45.2% | $4,488-36.7% | $6,343-55.2% |
| Admin fee / account holder | $1,741 | $10,623-83.6% | $7,966-78.1% | $12,316-85.9% |