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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 | $17,536 | $49,896-64.9% | $80,627-78.3% | $75,173-76.7% |
| Participation rate | 41.2% | 55.3%-14.2pp | 67.0%-25.8pp | 67.2%-26.0pp |
| Annual return | 18.38% | 34.67%-16.3pp | 936.76%-918.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,927 | $2,992-2.2% | $4,443-34.1% | $4,126-29.1% |
| Admin fee / account holder | $2,746 | $3,578-23.3% | $5,381-49.0% | $5,651-51.4% |