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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 | $21,237 | $58,241-63.5% | $81,780-74.0% | $80,911-73.8% |
| Participation rate | 43.1% | 63.4%-20.3pp | 72.4%-29.3pp | 67.6%-24.5pp |
| Annual return | 13.30% | 41.73%-28.4pp | 776.27%-763.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,165 | $3,283-3.6% | $4,321-26.8% | $4,297-26.4% |
| Admin fee / account holder | $1,116 | $4,973-77.6% | $7,384-84.9% | $6,935-83.9% |