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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 | $30,957 | $93,346-66.8% | $71,796-56.9% | $273,972-88.7% |
| Participation rate | 47.4% | 76.5%-29.2pp | 69.1%-21.7pp | 83.0%-35.6pp |
| Annual return | 5.72% | 130.39%-124.7pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,465 | $3,475-57.8% | $2,794-47.6% | $5,287-72.3% |
| Admin fee / account holder | $541 | $6,571-91.8% | $4,815-88.8% | $10,133-94.7% |