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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 | $17,912 | $77,638-76.9% | $156,551-88.6% | $62,881-71.5% |
| Participation rate | 32.3% | 71.2%-38.9pp | 84.0%-51.8pp | 69.3%-37.0pp |
| Annual return | 5.73% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $931 | $3,046-69.4% | $4,871-80.9% | $3,203-70.9% |
| Admin fee / account holder | $1,997 | $5,561-64.1% | $13,028-84.7% | $4,296-53.5% |